Software U.S. Community

Nebius rides the surge in demand for the specialized cloud hardware needed to build and run powerful AI systems, offering customers a faster path than waiting for big cloud providers to expand. But with the stock already priced for a lot of future success and big players able to build similar capability, the next chapter may be about whether growth can outlast a painful reset.Read more

IBM is shifting from a legacy tech name into a business focused on helping big organisations roll out AI safely inside their existing systems. Partnerships and AI-driven consulting could support that shift, but it only matters if IBM can turn it into steady growth and better cash results.Read more

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