Software & Services

Microsoft’s AI‑centric strategy fuels Azure growth, yet investors still demand quick revenue. Explore how AI, cloud, and ecosystem lock‑in shape its near‑term profits.

Adobe’s latest earnings show solid growth, yet investor retreat and rising AI competition keep its stock subdued – learn how AI partnerships could shift the balance.

Zoom’s AI‑driven rating shows hidden upside amid a mixed NASDAQ 100, but investors must weigh solid fundamentals, rising churn and privacy risks before buying on optimism.

Fortinet’s steady profits and unified security suite keep it poised for long‑term growth despite a market pullback, making it a strong pick for investors in the expanding cyber‑security sector.

Dynatrace’s post‑volatility rebound shows why investors value its AI‑driven observability platform—boosting MTTR, driving cloud‑native growth, and shaping the future of automated software delivery.

Discover how Palo Alto’s $25B acquisition of CyberArk reshapes privileged‑account security, boosts AI threat detection, and reshapes the cyber‑security market.

MongoDB’s 2025 tools roundup spotlights its monitoring stack as vital for uptime and security, urging quick patching amid rising database threats.

How Zscaler’s falling share price reveals the need for margin, innovation, and a mature growth strategy in cloud‑security.

Explore how CrowdStrike’s AI‑driven security tackles cloud, generative‑AI and remote‑work threats while weighing adoption, risk and regulatory challenges.

HubSpot’s stock swings reveal how the booming customer‑journey‑mapping market—from $1.5bn to $3.5bn—demands AI‑powered, modular, data‑driven platforms for sustainable growth.