Broadcom's latest earnings report and guidance left nothing to be desired.

AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.

PitchBook’s update on infrastructure and software-as-a-service (SaaS) venture capital trends for fourth quarter of 2025 portrays sector in transition.

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 ...

In this article, we highlight the best software infrastructure stocks to buy according to hedge funds. An estimated $45 trillion opportunity may emerge in the software application layer as AI ...

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 ...

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 ...

Serverless data platform startup Bauplan Inc. wants to help software developers automate their big data infrastructure with code after raising $7.5 million in seed funding today. The round was led by ...

While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026. In particular, ...

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 ...

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

CAMPBELL, Calif.--(BUSINESS WIRE)--Mirantis, delivering Kubernetes-native infrastructure for AI, today announced the k0rdent Application Catalog has reached 92 validated infrastructure (up from 19 ...