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.

With Dr. Michael Burry reportedly buying the dip in some of the battered software names, it might seem like it’s safe to get ...

Piper Sandler highlights Datadog (DDOG) and Varonis as top infrastructure software stocks for 2026. Multiple analysts ...

-- 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 ...

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 ...

By integrating Horizon’s software infrastructure with AQT’s trapped-ion quantum computing systems, this collaboration helps accelerate progress toward ...

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 ...

As part of CRN’s AI 100, here are 25 infrastructure and edge computing companies helping drive AI innovation. Behind all the headlines, real and hyped, about data center buildouts, there is a very ...

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