In a note to clients on Wednesday, Piper Sandler pointed to a stable demand backdrop across security and infrastructure software, with the firm highlighting two stocks best positioned for 2026.

Quick Read Oracle (ORCL) is up 30% in a week; Alphabet (GOOG) trades at 30.7x trailing P/E. Dr. Michael Burry and other smart ...

Jefferies' Brent Thill says the rotation out of software stocks is still continuing as the sector faces 10 Walls of Worry, ...

-- Awards build on a two-decade legacy of recognized innovation, setting the benchmark for excellence across the world's most critical infrastructure assets -- Call for nominations now open; ...

It wasn’t that long ago that we were all amazed at our first interactions with ChatGPT, enabled by what then felt like an incredibly powerful foundational large language model (LLM). Yet, in a short ...

The clearest evidence that procurement processes haven’t kept up with building capability is the scale of shadow IT now ...

Bernstein's 5-year AI forecast: cloud infrastructure wins as software evolves around AI control planes. Legacy systems face ...

Companies today allocate significant resources to various aspects of software infrastructure, including servers and data centers for secure data storage and processing, cloud migration and management ...

Despite fears of recession that began this year, particularly driven by tariff announcements and disappointing economic reports, software stocks are being identified as a potential safe haven for ...

GÖPPINGEN, Germany, Feb. 23, 2026 /PRNewswire/ -- TeamViewer, a global leader in digital workplace solutions, has been recognized in G2's 2026 Best Software Awards, ranking #2 on the Best IT ...

Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at ...

The software sector as a whole demonstrated a deteriorating performance during the fourth quarter, but infrastructure software names, such as Palantir (NASDAQ:PLTR) and MongoDB (NASDAQ:MDB), bucked ...