Software U.S. Community

Palantir’s latest results look stunning, but a big chunk of the eye‑catching profit comes from an unusually low tax bill that may not stick around. The bigger question is whether customer growth can stay red‑hot long enough to match what today’s stock price already seems to assume.Read more

Workday’s shares keep sliding even as customer commitments grow and more companies turn on its built-in AI tools, suggesting the fear around “AI replacing HR software” may be overdone. The real question is whether those AI tools become an add-on that deepens customer relationships or start to replace the core product.Read more

Figma is moving from a single design tool into a connected workspace where product, marketing, and web teams can create and publish without bouncing between apps. The big question is whether that “all-in-one” pull and new AI features keep it hard to replace as deep-pocketed rivals close the gap.Read more

Palantir is winning fans by turning messy data into tools that help governments and businesses make faster decisions, and its newer AI product is pushing it deeper into the private sector. But the stock price assumes near-perfect execution, so even a small stumble—or slower growth outside government work—could hit it hard.Read more

Fortinet builds much of its security gear in-house and runs it all on one system, which can make it cheaper, faster, and easier for customers to manage. But its reliance on hardware sales and the fight for cloud customers could test whether this edge holds up as the market shifts.Read more

Samsara sells tracking and camera tools for truck fleets, but many drivers see them as constant surveillance and may push back hard. The big bet is that regulators or fleet owners make this tech standard anyway, even if adoption is bumpy.Read more

Soluna tries to pair clean power with high-end computing, betting that getting reliable electricity becomes a key bottleneck as demand for AI keeps growing. The upside depends on turning early projects into signed customer deals and funding new sites without repeatedly leaning on new share sales.Read more

ServiceNow is riding a renewed wave of confidence in cloud software, with its push to make artificial intelligence and cybersecurity a bigger part of what customers buy. The company’s strong cash position and growing pull in regulated industries could set up a different kind of growth story—if the recent momentum holds.Read more

Most people still see Opera as just a small web browser, but the company is pushing into AI features, ads, gaming, and other tools that could change how it makes money. If users stick around and these new products catch on, the story could look very different—but big rivals and uncertain AI payoffs are real risks.Read more