An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the ...

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 ...

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 ...

We recently compiled a list of the 15 Software Infrastructure Stocks Outperforming In 2025. In this article, we are going to ...

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 ...

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 ...

BTIG's top large-cap pick in security and infrastructure software stocks for the first half of 2026 is Zscaler (ZS), while the top small-and-mid-cap pick is Netskope (NTSK) BTIG provided a review of ...