Oracle is increasingly well positioned to benefit from AI through its infrastructure software segment and by embedding AI into its applications. Oracle’s leverage adds risk to the investment thesis.

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 ...

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

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 ...

GÖPPINGEN, Germany, Feb. 23, 2026 /PRNewswire/ -- TeamViewer, a global leader in digital workplace solutions, has been recognized in G2's 2026 Best Software Awards, ranking #2 on the Best IT ...

Back in the California Gold Rush, most men who chased the glitter came home with blisters, debts, and a handful of “I almost struck it rich” stories. On the other hand, the men who sold them picks, ...

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

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 ...

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 ...

Q-CTRL has raised $59 million in additional funding for its latest round for building quantum computing infrastructure software. Sydney, Australia-based Q-CTRL has now raised $113 million in funding ...