Melania Trump to Ring NYSE's Opening Bell Wednesday, Launch New Initiative for Female CEOs in Her 'Week of American Excellence'

Shares of enterprise software companies are trading lower. Investors may be trimming exposure amid e-commerce and payments agreements for Meta's Muse agentic AI assistant, would could lead to lower demand for legacy offerings.

Beat the Market Like Zacks: PBF, Palantir, Adobe in Focus

Zacks Investment Research showcased strong performance across its various stock rating systems and portfolios. PBF Energy and Delek US surged following Zacks Rank #1 upgrades, while the Zacks #1 Rank portfolio outperformed the S&P 500 by 2.3 percentage points year-to-date. Notable performers included Palantir (up 38.3% over 12 weeks), Adobe (up 27.6%), Thermo Fisher (up 40.2%), and Monolithic Power Systems (up 30.1% since January 5, 2026). The article emphasizes Zacks' track record of outperforming the market since 1988.

Got $5,000? 2 Growth Stocks Building the Software Backbone of the AI Revolution

The article highlights Amazon and Palantir as two AI software companies positioned to benefit from the AI market's rapid expansion. Amazon's AWS provides cloud infrastructure and AI services like Bedrock and SageMaker, with additional upside from its Anthropic stake. Palantir offers data aggregation platforms (Gotham and Foundry) that enable AI application development. Both companies are expected to deliver strong revenue and earnings growth through 2028, though Palantir trades at a premium valuation.

Bloom Energy vs. Plug Power: Which Fuel Cell Stock Is a Better Buy in 2026?

Bloom Energy and Plug Power represent different approaches to the hydrogen and fuel cell market. Bloom Energy focuses on solid-oxide fuel cells for data centers with strong near-term profitability prospects, while Plug Power is building a comprehensive green hydrogen ecosystem with significant long-term potential. Despite Bloom's superior current financials and expected profitability in 2026, the article recommends Plug Power as the better long-term buy due to its dramatically lower P/S ratio and positioning in the growing renewable hydrogen market.

Meta Stock ‘Has More Room to Run’: Former Hedge Fund Manager Calls It His ‘Favorite Large-Cap Tech Stock’

Meta's recent stock surge could be only the beginning. Strong reviews for Muse have one investor calling for more upside.

Gary Black Says Legacy Automakers Will Not License Tesla FSD, Instead Bet on In-House Self-Driving Efforts: ‘Inclined to Build’

Gary Black says legacy automakers won’t license Tesla FSD, preferring in-house autonomy as self-driving becomes essential.