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Guidewire’s New Qusar AI Agent Framework Might Change The Case For Investing In GWRE

Earlier this month, Guidewire Software launched its Qusar release, introducing an Agentic Framework that lets insurers build, deploy, and manage AI agents across policy, claims, billing, and development workflows on Guidewire Cloud Platform. By combining insurance-specific AI agents with tools that can accelerate coding …

Blackstone Inc. Boosts Microsoft Stake with 47,606 Shares

Blackstone Inc., led by Stephen A. Schwarzman, recently increased its stake in Microsoft (MSFT) by 47,606 shares. According to Spark, TipRanks' AI Analyst, MSFT is rated as "Outperform" due to its strong financial quality, durable high margins, and confident FY'27 growth guidance driven by …

Kingsoft Cloud Holdings Stock Price Forecast. Should You Buy KC?

Microsoft (NASDAQ: MSFT) Dominates Applied Digital (NASDAQ: APLD) As The Stronger Technology Buy For Long-Term Investors

The article compares Microsoft (MSFT) and Applied Digital (APLD), both prominent in AI infrastructure, highlighting their contrasting financial health. While Applied Digital showed explosive revenue growth, it also reported significant losses and customer concentration risks. Microsoft, on the other hand, demonstrated massive revenue, high …

Upland Software Releases Q2 2026 Financial Results

Guidewire slides as investors continue to weigh ARR concerns and softer software sentiment

Press Release: Upland Software Reports Second Quarter 2026 Financial Results

Upland Software has reported its financial results for the second quarter of 2026. The company's press release provides a detailed overview of its performance during this period.

Take-Two Interactive Software Inc. stock outperforms competitors on strong trading day

Take-Two Interactive Software Inc. (TTWO) saw its stock rise by 2.08% to $246.95 on Friday, outperforming the broader market. This gain occurred despite a grim trading session where the S&P 500 Index fell 0.17% and the Dow Jones Industrial Average fell 0.20%. The increase …

PRGS|Progress Software Corp|Price:43.680|Chg%:-1.050

TD Cowen Names Top Software Stock Pick

TD Cowen has designated Paycom Software Inc (NYSE:PAYC) as its top software stock pick following the company's strong second-quarter earnings, which surpassed analyst expectations. Paycom also raised its full-year guidance and improved its free cash flow outlook. The company recently launched an AI-driven Asset …

Stran & Company (SWAG) director awarded 6,032-share stock grant with 2026–27 vesting

Stran & Company (SWAG) director Mark Charles Adams was granted 6,032 shares of common stock at a price of $0.0000 per share. This award increases his total holdings to 15,481 shares. The grant will vest in four equal installments on September 30, 2026, December …

Stran & Company (SWAG) director granted 5,660-share award with staged vesting

Stran & Company director Brian M. Posner was granted 5,660 shares of Common Stock on August 13, 2026. This award will vest in four equal installments on September 30, 2026, December 31, 2026, March 31, 2027, and June 30, 2027. Following this transaction, Posner …

Smith Micro Software (SMSI) narrows loss but flags going concern risk

Kulicke and Soffa, AMD, Intel, and Nvidia Shares Are Soaring, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology. The rally was sparked by strong quarterly results from several …

Unity Software (U) Is Up 12.2% After Q2 Beat, Vector Milestone And Netflix Deal - Has The Bull Case Changed?

SoFi Technologies (SOFI) Rolls Out Three New Private Market Funds

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. SoFi Technologies (NasdaqGS:SOFI) has introduced three new private market funds for SoFi Invest members through partnerships with CAZ Investments and AngelList Asset Management. The …

Guidewire Software (GWRE) Could Be 8% Below Fair Value Following AI Push And Earnings Optimism

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Guidewire Software (GWRE) is back in focus after its Qusar release introduced the Agentic Framework, a suite of AI tools that automate key insurance workflows and aim …

(CGNT) Price Dynamics and Execution-Aware Positioning

This article provides an in-depth analysis of Cognyte Software Ltd. (NASDAQ: CGNT) stock, detailing price dynamics and execution-aware positioning. It highlights strong near and mid-term sentiment, resistance testing, and an exceptional risk-reward short setup. The analysis also includes institutional trading strategies, multi-timeframe signal analysis, …

Form 8K Unity Software Inc For: 14 August By Investing.com

This article from Investing.com reports on Unity Software Inc.'s Form 8K filing for August 14th. The content primarily focuses on this regulatory filing, indicating an event of significance for the company that necessitates disclosure to the SEC. The article itself is brief, mainly serving …

Guidewire (GWRE) Stock May Be A Bargain Following Raised AI Outlook

Upland Software Inc earnings beat by $0.19, revenue topped estimates

Upland Software Inc (NASDAQ: UPLD) reported second-quarter earnings per share of $1.780, surpassing analyst estimates by $0.19. The company also exceeded revenue expectations, bringing in $49.14 million against an estimated $48.61 million. Despite the strong earnings beat, the stock has seen significant declines over …

Guidewire Software (NYSE:GWRE) Shares Down 4.8% - Here's Why

Guidewire Software (NYSE:GWRE) shares dropped 4.8% on Friday, despite trading on unusually light volume. This decline occurred amidst several analysts lowering their price targets for the stock, though the consensus remains a "Moderate Buy" with an average target of $220.21. The company recently exceeded …

What Does Microsoft (MSFT) Gaining 50MW Of AI Cloud Capacity Mean?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) has accepted the first 50MW of AI cloud capacity from IREN at the Childress campus under a multibillion dollar contract. The …

Microsoft Copilot Predicts $0.65 Cardano by 2027. Whales Are Already Buying.

Microsoft's Copilot AI predicts Cardano (ADA) could reach $0.65 by late 2026, with a bullish range of $0.80 to $1.20, despite its recent 95% price drop. This prediction is supported by significant infrastructure upgrades like the upcoming Ouroboros Leios mainnet and increased accumulation by …

SEC filing shows Softbank initiates stake in Capital One; sells 71.5% of its Taiwan Semi holdings

PROVIDENCE, Rhode Island, Aug 14 (Reuters) - Softbank Group Corp. unveiled a new ‌stake in Capital One and disclosed ‌that it sold 71.5% of its stake in Taiwan ​Semiconductor Holdings during the second quarter in filings with the U.S. Securities and Exchange Commission. Institutional …

JPMorgan set a serious Microsoft stock price target for 2027

Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed …

Upland Software cuts FY26 sales guidance to $190.1M-$196.1M

Upland Software Q3 Results: Sales guidance misses estimates

Microsoft Stock And 2 AI Infrastructure Picks Backed By Cloud And Chip Demand

This software stock received four upgrades following earnings; should you buy?

Check Point Software upgraded to Buy as subscri...

Check Point Software Technologies Ltd. (CHKP) has been upgraded to a Buy rating due to a rebound in subscription growth to 12% year-over-year, driven by new AI products like the AI Network Firewall and Verity. Despite a decline in product revenue, future recovery is …

Check Point Software Technologies: Subscription Growth Improved And Valuation Is Now Cheap (Rating Upgrade)

How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?

Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong …

Smith Micro Software (SMSI) Holds Near $2.91 as Key Support and Resistance Levels Come into Focus - Put Call Ratio

Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return …

Upland Software reports Q2 2026 revenue $49.1M, adjusted EBITDA $12.8M, GAAP net loss $35.3M

Upland Software (UPLD) announced its Q2 2026 financial results, reporting total revenue of $49.1 million and adjusted EBITDA of $12.8 million. The company recorded a GAAP net loss of $35.3 million, primarily due to a non-cash goodwill impairment. Despite revenue declines from prior divestitures, …