TriplePoint Venture Growth trades at a deep NAV discount with a 16.4% yield but thin NII coverage and software exposure risks ...

Few software stocks have matched Palantir's (NASDAQ: PLTR) performance over the last few years. The company has seen its share price soar as it incorporated large language models into its software, ...

Snowflake (NYSE: SNOW) is the creator of the Data Cloud, a platform where large organizations can aggregate their valuable information even if it's stored across multiple cloud providers like Amazon ...

Cloudflare (NET), Snowflake (SNOW), and ServiceNow (NOW) stocks plunged amid enterprise software sector repricing on AI agent threats from Anthropic and OpenAI. Cloudflare’s infrastructure sits at the ...

・After a sharp 21% weekly decline, Cloudflare rolled out new tools to redefine how AI agents are built and deployed. ・Dynamic Workers reduce costs and improve scalability compared to traditional cloud ...

I have been patiently waiting for a buying opportunity in Unity (U), and the apocalypse in software stocks has finally provided one. Sentiment is very low in software as investors appear concerned ...

Microsoft's stock has seldom been this cheap over the past decade. The tech giant is establishing a solid footprint in artificial intelligence. The market has mispriced Microsoft's stock, and it still ...

The chip maker sees sales growth in its infrastructure software accelerating, showing that it's focused on and investing in that business Broadcom's stock was climbing following its fiscal ...

Stock-based compensation at software firms now faces more scrutiny. Charts reveal which companies have high stock-based compensation as a percentage of revenue. Valuations can swing wildly when ...

Snowflake developed a unique platform to help businesses aggregate their data so they can analyze it more effectively. The company launched a new platform called Cortex AI in 2023, which provides the ...