SAP SE (SAP)

The CAD/CAM software giant is down sharply after blaming European and Chinese macro uncertainty for a slight cut in its full-year guidance.

The software giant's partnerships with the likes of Samsung, Walmart, Adobe and Verizon share a common thread.

Oracle tells investors it can regain the crown it once held among enterprises and end-users, but some aren't so sure.

Thanks to strong secular growth trends and perhaps also share gains against major rivals, Adobe and Salesforce are both reporting very strong growth for their marketing software segments.

Between the Tableau deal and last year's purchase of MuleSoft, Salesforce is betting big on the long-term opportunity presented by data integration and analytics.

During an interview, Anaplan CEO Frank Calderoni argued his firm's software has a lot of room to displace the use of spreadsheets for business planning work, and is better-suited for the needs of large enterprises than "point solutions."

While Salesforce's valuation spells a limited margin of error, the company's execution still looks rock-solid and enterprise software spending trends remain healthy.

When traders are flailing and investors are drowning, examples work best to illustrate what happens before a bottom is reached.

Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.

Oracle is back in the green for 2018 after a strong earnings release on Monday night.

Recent earnings reports from several major software firms suggest business trends remain pretty good for the group.

Secular demand is sending software stocks like Salesforce cloud-bound.

There's a lot of confusion and leadership changes going on right now in tech and we need answers.

Damon Fletcher, who was named Tableau's permanent CFO last month, talks to TheStreet about the analytics vendor's new products, competition and more.

Cloud stocks, unlike most of tech, are less exposed to Chinese revenue and tariffs.

Though the software giant beat estimates, its revenue and sales guidance was below consensus. And it decided to stop breaking out its cloud revenue streams by themselves.

I like this bearishly biased vertical put spread.

The media software giant now seems eager to grow the reach of its marketing software platform, and in doing so better exploit some big industry trends.

Though the software giant beat estimates, its soft cloud revenue forecast raises questions about how well it's competing against the likes of Salesforce and Workday.

Prices of the enterprise software giant could pull back a bit more in the short run until a longer-run bull resumes.

Oracle may be turning the corner.

You've got to run the stock checkdown.

You think we could avoid the collision, given that we hit all-time highs in the Dow and the S&P and the Nasdaq?

The consultancy faces major leadership changes, just as INFY deals with a host of secular and competitive challenges.

Automatic Data Processing could learn a thing or two from the two consumer products giants when it comes to a commitment to innovation.

I prefer a bearish trade on this one.

Partners such as Accenture and IBM give Apple the resources and expertise it needs to win big enterprise deals.

The business has accelerated rather dramatically.