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saas: Archive

Subham Roy

Can Synopsys' Design IP Business Rebound in Fiscal 2026?

SNPS expects its Design IP business to rebound in fiscal 2026 as AI-focused investments and an expanding pipeline aim to offset recent revenues and margin pressure.

SNPSNegative Net Change CDNSPositive Net Change KEYSPositive Net Change

Rajshree Sipani

Will Visa's Latest Innovations Deepen Its Competitive Moat?

V teams with OpenAI and expands AI, tokenization and stablecoin tools, aiming to stay central to digital commerce and future payments.

MAPositive Net Change VPositive Net Change PYPLPositive Net Change

Anirudha Bhagat

Zscaler Trades Near 52-Week Low: Time to Hold the Stock or Exit?

ZS nears a 52-week low as FY27 guidance signals slower growth, but AI security bookings, platform gains and a lower P/S support holding.

FTNTPositive Net Change PANWPositive Net Change ZSPositive Net Change CRWDNegative Net Change

Rajshree Sipani

Can Mastercard Benefit From the Launch of Mi Clip Wallet?

MA partners with Clip for Mi Clip, aiming to expand digital payments, boost inclusion and benefit as consumers shift from cash.

MAPositive Net Change VPositive Net Change AXPPositive Net Change

Shreya Majumder

ONTO Stock Grows 174% in a Year: Does it Have More Room to Run?

ONTO surged 174% in a year as AI, advanced packaging and chipmaking demand grew. Can revenue above $1.3B in 2026 keep the rally going?

KLACNegative Net Change CAMTPositive Net Change NVMIPositive Net Change ONTOPositive Net Change

Supriyo Bose

Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?

CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.

AMZNNegative Net Change MSFTPositive Net Change IBMNegative Net Change CLSPositive Net Change SANMPositive Net Change

Anirudha Bhagat

Salesforce Trades Near 52-Week Low: Time to Hold the Stock or Exit?

CRM trades near a 52-week low after a 33.8% YTD slide. Agentforce ARR soars, growth re-accelerates, and valuation looks cheap.

MSFTPositive Net Change CRMNegative Net Change SAPPositive Net Change NOWNegative Net Change

Shreya Majumder

CoreWeave Stock Tumbles 34% in a Year: What Should Investors Do Now?

CRWV falls 34%, but booming AI demand, a $99.4B backlog and NVIDIA ties keep investors debating its long-term potential.

MSFTPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change