Software U.S. Community

Workday’s business signals look stronger even as the stock keeps sliding, with customers committing to future use and more companies turning on its built-in AI tools instead of walking away. See what that could mean for future sales and profits—and what signs would show the worry about AI replacing Workday is starting to come true.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

Pagaya is moving from a tough period of high interest rates into a friendlier backdrop, and the business is already turning profitable. As borrowing gets cheaper and more banks plug into its approval technology, loan activity could pick up—though the story depends on rates falling and partners continuing to lean on its network.Read more

Rezolve AI wants to turn shopping chats into completed purchases, handling everything from questions to checkout in one conversation. The upside is big if retailers adopt this approach quickly—but it hinges on execution and whether giants like Amazon or Shopify decide to build their own version.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