Palantir, Microsoft, Figma emerge as key AI beneficiaries ahead of Q2 software earnings: Citi

Ahead of second quarter earnings results, Citi finds improved IT spending during the quarter, but it is selective over which ...

Palantir: An Elite Bet On The Software Recovery

Palantir's key risks include government contract exposure and competitive threats from Snowflake, Databricks, and AI labs.
Interesting Engineering

Software runs quadrillions of simulations to uncover 300 GW on the US power grid

New software could unlock 300 gigawatts (GW) of hidden US grid capacity, and help utilities connect solar, battery storage ...
Zacks Investment Research on MSN

Snowflake's AI data cloud gains traction: More upside ahead?

Snowflake SNOW is benefiting from the accelerating adoption of its AI Data Cloud, which is fundamentally transforming how ...

Software stocks have rarely seen such divergent performances. Here's how to pick winners.

An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce. Shares of Datadog have risen 94.2% so ...