Global Software Top Stock Picks from Analysts

Oracle

Market Cap: US$422.4b

Offers products and services that build, run and support enterprise information technology frameworks worldwide.

Z.AI

Market Cap: HK$465.0b

Provides customized large model-related services in the People’s Republic of China.

CoreWeave

Market Cap: US$58.5b

Operates as a cloud infrastructure technology company in the United States.

Strategy

Market Cap: US$37.5b

Operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally.

Range Intelligent Computing Technology Group

Market Cap: CN¥114.0b

Provides internet data center (IDC) and automatic identification and data capture (AIDC) services to telecom operators, internet companies, and cloud vendors in China.

IREN

Market Cap: US$16.0b

Operates in the vertically integrated data center business in Australia and Canada.

iFLYTEKLTD

Market Cap: CN¥98.9b

Provides intelligent speech and technology solutions and services in China and internationally.

Aurora Innovation

Market Cap: US$14.0b

Engages in the self-driving technology business in the United States.

MiniMax Group

Market Cap: HK$100.0b

Engages in research and development of an artificial intelligence (AI) foundation model.

Bitmine Immersion Technologies

Market Cap: US$11.3b

Operates as a blockchain technology company primarily in the United States.

Hut 8

Market Cap: US$10.9b

Operates as an energy infrastructure platform that integrates power, digital infrastructure, and compute at scale to fuel energy-intensive use cases in the United States and Canada.

Xero

Market Cap: AU$14.1b

Provides online business solutions for small businesses and their advisors in Australia, New Zealand, the United Kingdom, the United States, and internationally.

Applied Digital

Market Cap: US$9.1b

Designs, develops, and operates digital infrastructure solutions to high-performance computing (HPC) and artificial intelligence industries in North America.

TeraWulf

Market Cap: US$8.8b

Owns, develops, operates digital infrastructure in the United States.

Horizon Robotics

Market Cap: HK$68.8b

An investment holding company, provides automotive solutions for passenger vehicles in China.

SenseTime Group

Market Cap: HK$61.8b

An investment holding company, research, develops and sells artificial intelligence software platforms in Mainland China, Northeast Asia, Southeast Asia, and internationally.

D-Wave Quantum

Market Cap: US$7.8b

Engages in the development and delivery of quantum computing systems, software, and services worldwide.

Cipher Digital

Market Cap: US$7.7b

Develops and operates industrial-scale data centers for bitcoin mining and high-performance compute (HPC) hosting in the United States.

Riot Platforms

Market Cap: US$7.5b

Operates as a Bitcoin mining company in the United States.

Core Scientific

Market Cap: US$6.5b

Provides infrastructure for high-density colocation services and digital asset mining in the United States.

Hundsun Technologies

Market Cap: CN¥41.0b

Operates as a financial technology company in the People’s Republic of China.

NICE

Market Cap: ₪17.6b

Provides AI-powered cloud platforms for customer engagement, and financial crime and compliance in the United States, Europe, the Middle East, Africa, and the Asia Pacific.

Shenzhen Xunce Technology

Market Cap: HK$43.0b

Engages in providing real-time data infrastructure and data analytics services in asset management and other diversified industries in China.

Lumine Group

Market Cap: CA$6.1b

Develops, installs, and customizes software, and related professional and support services worldwide.

MARA Holdings

Market Cap: US$3.8b

Operates as an energy and digital infrastructure company in North America, the Middle East, Europe, and Latin America.

Kingdee International Software Group

Market Cap: HK$27.3b

An investment holding company, engages in the subscription and sale of software worldwide.

Pony AI

Market Cap: US$3.5b

Through its subsidiaries, engages in the autonomous mobility business in the People’s Republic of China and internationally.

Intsig Information

Market Cap: CN¥23.3b

Research and develops text recognition and commercial big data core technologies in China.

Kingsoft Cloud Holdings

Market Cap: US$3.4b

Provides cloud services to businesses and organizations primarily in China.

TOTVS

Market Cap: R$17.5b

Develops and sells management software, and productivity and collaboration platforms in Brazil and internationally.

SoundHound AI

Market Cap: US$3.3b

Provides independent voice artificial intelligence (AI) solutions that enables businesses across the automotive, TV, IoT, and customer service industries to deliver conversational experiences to customers in the United States, Korea, France, Japan, Germany, and internationally.

Adeia

Market Cap: US$3.3b

Operates as a media and semiconductor intellectual property licensing platform company in the United States, Asia, Canada, Europe, the Middle East, and internationally.

NextNav

Market Cap: US$3.2b

Provides positioning, navigation, and timing (PNT) solutions in the United States.

CleanSpark

Market Cap: US$3.2b

Operates as a bitcoin mining company in the Americas.

State Grid Information & Communication

Market Cap: CN¥18.9b

State Grid Information & Communication Co., Ltd.

SharonAI Holdings

Market Cap: US$2.8b

Operates as a computing company specializing in accelerated compute platforms, AI infrastructure, and cloud GPU environments.