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Industries

Software - Infrastructure

Technology
#92 of 100▼4·26 names·$5.8TRanked by 1M vs S&P 500
1D
-0.9%
vs S&P -0.5%
1W
+2.6%
vs S&P -0.7%
1M
-5.2%
vs S&P -3.6%
3M
-4.6%
vs S&P -2.1%
Breadth
35%
of names above their 50-day average

Thesis reaching here

Weaker AI startup funding cuts their ability to pay for computing infrastructure they have already ordered5 sourcesORCL

26 names in this industry

S&P 500Reference1D -0.4%1W +3.3%1M -1.6%3M -2.5%

GENGen Digital Inc.
-3.1%-3.0%+24.7%+4.2%
CPAYCorpay, Inc.
-1.3%+2.0%+16.0%+9.2%
EEFTEuronet Worldwide, Inc.
-0.6%-1.5%+9.9%-4.2%
FOURShift4 Payments, Inc.
-4.7%-3.0%+9.3%-8.5%
GDDYGoDaddy Inc.
-1.1%-6.5%+8.7%+18.4%
XYZBlock, Inc.
-4.0%-2.1%+8.5%-0.7%
VRSNVeriSign, Inc.
-0.5%+0.1%+3.7%+9.9%
WEXWEX Inc.
-1.5%-0.2%+2.8%-6.4%
PATHUiPath, Inc.
-0.3%+0.7%+0.3%-18.2%
MSFTMicrosoft Corporation
+0.4%-2.4%-2.0%+5.6%
ORCLOracle Corporation
-1.0%+10.4%-2.6%-15.6%
SNPSSynopsys, Inc.
+0.1%+5.1%-3.6%+9.8%
AKAMAkamai Technologies, Inc.
-0.1%+11.2%-5.6%-30.7%
DBXDropbox, Inc.
+1.1%-6.3%-5.9%-2.6%
CRWDCrowdStrike Holdings, Inc.
+0.4%+5.8%-7.8%+6.0%
QLYSQualys, Inc.
-5.3%-13.3%-8.7%-7.0%
ZSZscaler, Inc.
-0.3%-5.2%-12.5%+5.2%
NTNXNutanix, Inc.
+1.2%+4.0%-12.9%-8.6%
OKTAOkta, Inc.
+0.2%+6.6%-13.9%+23.8%
PANWPalo Alto Networks, Inc.
-3.5%+2.5%-14.0%-16.0%
PLTRPalantir Technologies Inc.
-0.5%+10.7%-14.6%-1.4%
NTAPNetApp, Inc.
+1.6%+9.9%-16.3%-10.1%
DOCNDigitalOcean Holdings, Inc.
+3.4%+27.4%-17.6%-30.7%
TWLOTwilio Inc.
-3.3%+5.6%-21.7%-10.9%
FTNTFortinet, Inc.
+1.1%+5.7%-29.6%-19.0%
FFIVF5, Inc.
-0.7%+1.9%-30.5%-21.2%

12 recent connections

Oct 31OpenAI raises less than planned, and Oracle's reported $300 billion contract looks shakierORCLOct 15CoreWeave's bond slump makes borrowing for new chips costlier, a risk for Nvidia's salesORCLSep 29A gap in AI revenue could shift budgets from new hardware to ServiceNow, Pegasystems and UiPathPATHSep 14Treasury yields above 5% favor cash-rich tech giants like Apple, Alphabet and MicrosoftMSFTSep 3China's 15-Year Chip Gap Locks In US EDA/Metrology Tool MonopolySNPSAug 7NetApp acquires JetStream Software — direct M&A catalyst for NTAPNTAPJul 30Samsung's 2028 Chip Shortage Forecast Quietly Reprices Semiconductor IP Royalty PlaysSNPSJul 18Chinese Open-Source AI Surge Forces US Inference Infra Spend HigherMSFTJul 16Anthropic IPO Hype Masks the Real Winner: Amazon's AI Infrastructure MoatMSFTJul 2AI Credit Bifurcation: Infrastructure Middlemen Get Squeezed as Hyperscalers Self-FundTWLOJul 1Hyperscaler Capex Lock-In Creates Hidden Bottleneck Plays in Chip Supply ChainSNPSJun 10Oracle reports record Q4 and FY2026 results driven by cloud — long ORCLORCL

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