Snowflake stock was among a "Fab Five" of infrastructure software stocks BofA analysts expect can build on recent rallies.

Stocks that survived the market's SaaSpocalypse in the first quarter have rallied recently. Bank of America says these five ...

The companies most likely to capture durable value are focused on more complicated issues.

Broadcom’s AVGO Infrastructure Software segment is benefiting from strong demand for VMware solutions. In the third quarter of fiscal 2025, Infrastructure Software revenues jumped 17% year over year ...

With all the hoopla about Software-as-a-Service apps and mobile computing, it’s easy to forget that infrastructure software—everything from operating systems to middleware to databases—remains the ...

It wasn’t that long ago that we were all amazed at our first interactions with ChatGPT, enabled by what then felt like an incredibly powerful foundational large language model (LLM). Yet, in a short ...

A BofA report finds the AI boom's benefits are spreading beyond chips to software, storage, networking, and fintech. AI is ...

All around us, software is running and automating more items and functions across all facets of our lives. We describe this new reality as “SDx,” for software-defined everything. This post is the ...

Mature scientist male in his 50s wearing a lab coat looking through a microscope in a laboratory. Basque Country, Spain, Europe. (Photo by: Mikel Bilbao/VWPics/Universal Images Group via Getty Images) ...