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CNBC ECONOMY The economy brought Trump back to power. Now it's his downfall Neutral THE GUARDIAN WORLD NEWS David Jones goes into administration, with store closures expected and thousands of jobs … Bearish NEW YORK TIMES BUSINESS Trump Administration Moves to Oust Arbitrators as Doctor Payouts Soar Strong Bullish CNBC TOP STORIES Snap shares fall over 10% on third-quarter revenue miss Pessimistic MARKET WATCH This year’s worst-performing S&P 500 stock is finally seeing some major relief Bullish TECHCRUNCH AI PACs spent millions trying to shape Congress — here’s how they fared Pessimistic MANUFACTURING.NET Breaking Down the Connectivity Challenge Neutral COINTELEGRAPH BitMart founder says security team ‘severely understaffed’ after new hack Neutral CBS MONEY WATCH Midterm elections could zap the data center buildout, experts say Neutral NEW YORK POST BUSINESS News Corp posts record profitability in Q1, driven by Dow Jones, real estate, book publis… Strong Bullish FOREIGN POLICY Trump Has Shifted the U.S.-Pakistan Relationship Neutral CNBC TOP STORIES Cramer: What must happen for Home Depot to keep its 25% monthlong rally going Strong Bullish TECHCRUNCH Nothing CEO says company’s mysterious AI-first device is dropping next month Strong Bullish BUSINESS INSIDER Grocery workers union calls on newly elected Democrats to ban electronic shelf labels Bearish CNBC TRAVEL Expedia shares slide on Q4 guidance Neutral YOUTUBE - YAHOO FINANCE Uber reported third quarter earnings results. 💰 Neutral THE GUARDIAN US NEWS Get ready habibis, Abdul El-Sayed’s ‘shawarma law’ is coming to the US | Arwa Mahdawi Strong Bullish MARKET WATCH How do Americans feel about the midterm results? It depends on how much money they make. Neutral FREIGHTWAVES Class 8 truck orders plunge 36% as EPA uncertainty rattles fleets Bearish CNBC FINANCE Stocks making the biggest moves after hours: Coherent, AppLovin, Expedia, Qualcomm and mo… Strong Bullish CNBC ECONOMY The economy brought Trump back to power. Now it's his downfall Neutral THE GUARDIAN WORLD NEWS David Jones goes into administration, with store closures expected and thousands of jobs … Bearish NEW YORK TIMES BUSINESS Trump Administration Moves to Oust Arbitrators as Doctor Payouts Soar Strong Bullish CNBC TOP STORIES Snap shares fall over 10% on third-quarter revenue miss Pessimistic MARKET WATCH This year’s worst-performing S&P 500 stock is finally seeing some major relief Bullish TECHCRUNCH AI PACs spent millions trying to shape Congress — here’s how they fared Pessimistic MANUFACTURING.NET Breaking Down the Connectivity Challenge Neutral COINTELEGRAPH BitMart founder says security team ‘severely understaffed’ after new hack Neutral CBS MONEY WATCH Midterm elections could zap the data center buildout, experts say Neutral NEW YORK POST BUSINESS News Corp posts record profitability in Q1, driven by Dow Jones, real estate, book publis… Strong Bullish FOREIGN POLICY Trump Has Shifted the U.S.-Pakistan Relationship Neutral CNBC TOP STORIES Cramer: What must happen for Home Depot to keep its 25% monthlong rally going Strong Bullish TECHCRUNCH Nothing CEO says company’s mysterious AI-first device is dropping next month Strong Bullish BUSINESS INSIDER Grocery workers union calls on newly elected Democrats to ban electronic shelf labels Bearish CNBC TRAVEL Expedia shares slide on Q4 guidance Neutral YOUTUBE - YAHOO FINANCE Uber reported third quarter earnings results. 💰 Neutral THE GUARDIAN US NEWS Get ready habibis, Abdul El-Sayed’s ‘shawarma law’ is coming to the US | Arwa Mahdawi Strong Bullish MARKET WATCH How do Americans feel about the midterm results? It depends on how much money they make. Neutral FREIGHTWAVES Class 8 truck orders plunge 36% as EPA uncertainty rattles fleets Bearish CNBC FINANCE Stocks making the biggest moves after hours: Coherent, AppLovin, Expedia, Qualcomm and mo… Strong Bullish
Market Watch · Jan 12, 2026 10:35 PM EST Technology

Microsoft, Oracle and ServiceNow could be the top stocks to play a software comeback

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.

Microsoft, Oracle and ServiceNow could be the top stocks to play a software comeback
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