As AI agents spur demand for more software — not less — major enterprise cloud platforms are staging a comeback.

Managing agile software development must address critical issues, including data privacy, and that’s where comprehensive project management tools, such as Broadcom’s Rally software, come into play.

‘This is actually an incredible time to be a software company,’ Nvidia CEO Jensen Huang said on Monday.

Software stocks AI agents split May 2026’s 21% rally into infrastructure winners and seat-model losers. Snowflake surged 37%, ...

Software stocks surged as ServiceNow, Snowflake, Microsoft and others rally on upbeat earnings and AI optimism.

Application software stocks have staged two short-lived recoveries this year, but Goldman Sachs says a durable rally remains months away at best.

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“Meritech invests in game-changing technology companies,” said Rob Ward, managing director of Meritech Capital Partners. “As the dominant Agile market leader and a pioneer in bringing ...