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.

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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 ...

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 ...

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 ...

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 ...

AI infrastructure, data centres, hyperscalers, and high-bandwidth memory drive 2026 IT spending growth, reshaping global ...

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 ...

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

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 ...