An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the stack, according to Byron Dieter, Partner at Bessemer Venture Partners.

We recently published a list of 10 Best Software Infrastructure Stocks to Buy According to Analysts. In this article, we are ...

We recently published a list of 10 Best Software Infrastructure Stocks to Buy According to Analysts. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands ...

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 ...

It’s no secret that software has undergone a profound shift. Much of the value users receive no longer comes from seats or licenses. Increasingly, the value is created behind the scenes—in background ...

Broadcom’s AVGO Infrastructure Software segment is benefiting from strong demand for VMware solutions. In the third quarter of fiscal 2025, Infrastructure Software revenues jumped 17% year over year ...

As AI places new demands on IT infrastructure, NTT Data’s new SDI services for Cisco products will help enterprises modernize their architectures and data centers, the two companies unveiled at Cisco ...

IBM Corp. is using its annual TechXchange conference in Orlando this week to announce a slate of software and infrastructure updates aimed at helping enterprises put artificial intelligence into ...

Artificial intelligence infrastructure management company Penguin Solutions Inc. said today it’s expanding its flagship ICE ClusterWare platform so customers can use it as a foundation for building ...

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 ...