9 Software Stocks That Could Thrive as AI Drives Enterprise Spending

The US software sector rallied strongly on June 1, 2026, with 14 large-cap software stocks gaining over 10%, led by MongoDB's 20.4% jump. Strong earnings reports from companies like Snowflake and Salesforce challenged fears that AI would reduce enterprise software demand, instead showing AI is becoming a major growth driver. Nvidia CEO Jensen Huang reinforced this view, stating it's 'an incredible time to be a software company.' The article identifies undervalued software stocks with over 25% upside potential according to analyst estimates.

06/02/2026, 1:24 PM • Investing

9 Software Stocks That Could Thrive as AI Drives Enterprise Spending

The US software sector rallied strongly on June 1, 2026, with 14 large-cap software stocks gaining over 10%, led by MongoDB's 20.4% jump. Strong earnings reports from companies like Snowflake and Salesforce challenged fears that AI would reduce enterprise software demand, instead showing AI is becoming a major growth driver. Nvidia CEO Jensen Huang reinforced this view, stating it's 'an incredible time to be a software company.' The article identifies nine undervalued software stocks with over 25% upside potential according to analyst estimates.

06/02/2026, 5:15 AM • Investing

$10.42 Bn Fleet Telematics Market by Vehicle Type, Package Type, Vendor Type, Solution Type, and Region - Global Forecast to 2032

The global fleet telematics market is projected to grow from $10.42 billion in 2025 to $21.95 billion by 2032 at an 11.2% CAGR. The aftermarket segment dominates due to broader compatibility across vehicle types, while advanced telematics packages with predictive maintenance and real-time analytics show the fastest growth. Asia Pacific leads regional growth, driven by China's connectivity infrastructure and government safety mandates. Major players are expanding through partnerships and mergers to offer integrated platforms.

05/27/2026, 10:59 AM • GlobeNewswire

ENR FutureTech 2026 Wraps Three-Day Conference With Record Attendance and Sold-Out Sponsor Floor

ENR FutureTech 2026, the AEC industry's premier technology conference, concluded in San Francisco with record registrations (up 17%) and sold-out sponsorships. The event emphasized technology adoption as a multiplier of team strengths rather than replacement, with key discussions on robotics, AI, reality capture, and safety. Notable announcements included Bedrock Robotics' autonomous excavator deployment with Zachry Construction and product launches from Comevo and Fieldwire by Hilti.

05/06/2026, 9:16 PM • GlobeNewswire

AEC Leaders Kick Off ENR FutureTech 2026 With Welcome Reception and Day Two Keynotes

ENR FutureTech 2026 kicked off in San Francisco with industry leaders discussing AI adoption in construction. Keynote speaker Alan Espinoza warned that 95% of AI pilots fail and that rushed AI adoption risks amplifying existing workflow problems rather than solving them. The conference featured panels on jobsite wearables, data-driven operations, and construction technology solutions, with strong attendance and sold-out sponsorships.

05/05/2026, 8:25 PM • GlobeNewswire

ENR FutureTech 2026 Convenes Construction's Top Tech Decision-Makers as Final Few Tickets Remain

ENR FutureTech 2026 conference (May 4-6 in San Francisco) brings together top architecture, engineering, and construction firms with technology companies and investors to explore construction technology solutions. Major builders including AECOM Hunt, DPR Construction, Kiewit, and others are attending to evaluate tools for immediate deployment, reflecting a significant industry shift toward adopting construction technology.

05/01/2026, 11:00 AM • GlobeNewswire

Could This Under-the-Radar AI Stock Be Your Ticket to Millionaire Status?

Trimble, a geospatial imaging and mapping company, is highlighted as an undervalued AI stock with growth potential. The company has evolved from GPS devices to AI-powered software, with 72% of revenue now from software and services. A new partnership with Anthropic's Claude and a 20% discount from one-year highs have attracted major investors like Cathie Wood.

05/01/2026, 1:30 AM • The Motley Fool

Smart Agriculture Market Size to Exceed USD 48.36 Billion by 2035 | Research by SNS Insider

The U.S. smart agriculture market is projected to grow from $19.34 billion in 2025 to $48.36 billion by 2035, with a CAGR of 9.6%. Growth is driven by declining solar energy costs, increased adoption of digital agriculture solutions, and precision farming technologies. Software dominates with 56% market share, while precision farming leads applications at 42%. North America holds 36% market share, with Asia Pacific as the fastest-growing region.

04/28/2026, 3:30 AM • GlobeNewswire

ENR FutureTech 2026 Announces Top Speaker Lineup for May 4-6 Return to San Francisco

ENR FutureTech 2026 conference will convene over 35 industry leaders in San Francisco (May 4-6) to discuss AI implementation, reality capture, robotics, and jobsite innovations in construction. Featured speakers from major contractors and tech companies will address how AI is transforming the AEC industry, with keynotes on diagnostic solutions, 3D-printed construction, and data-driven venture investment frameworks.

04/21/2026, 11:00 AM • GlobeNewswire

Agricultural Robots Market: Transforming Farming Through Automation and Intelligence

The agricultural robots market is experiencing rapid growth as farmers increasingly adopt AI-powered vision systems, IoT sensors, and robotic automation for crop monitoring, precision planting, harvesting, and resource optimization. The farm produce segment and outdoor farming environments lead adoption, with Asia Pacific emerging as a key growth region. Major industry players are focusing on innovation and expanding product portfolios to meet rising demand for agricultural automation.

03/30/2026, 10:00 AM • GlobeNewswire

Cathie Wood Redefines 'Defense Stock' With Space, Semis And Drones

ARK Invest argues that modern defense stocks should focus on space infrastructure, semiconductors, drones, and AI platforms rather than traditional defense contractors. The firm's ARKX ETF targets companies in launch technology, sensing, AI, software and networks, positioning space as the backbone of future national security rather than capex-heavy platforms like tanks and fighter jets.

03/11/2026, 12:52 PM • Benzinga

Farm Software Management Solution Market Size to Grow USD 5.37 Billion by 2035 | Research by SNS Insider

The global Farm Software Management Solution market is valued at USD 2.41 billion in 2025 and is projected to reach USD 5.37 billion by 2035, growing at a CAGR of 8.37%. Growth is driven by government mandates, regulatory support including USDA digital agriculture requirements and EU Farm-to-Fork compliance, and increasing adoption of cloud-based farm management platforms. Cloud-based solutions dominate with 61.38% market share, while crop management applications lead with 32.56% revenue share. Asia Pacific is the fastest-growing region with 10.14% CAGR.

03/08/2026, 11:30 PM • GlobeNewswire

The AI Stock Wall Street Insiders Are Quietly Buying

Trimble, a maker of mapping and geospatial positioning software, is attracting attention from Wall Street insiders including billionaires Cathie Wood and Israel Englander who have recently added to their positions. The company, which has evolved from hardware to software-focused business serving high-tech sectors like autonomous vehicles, defense, and robotics, is currently trading at a 10% discount, presenting a potential buying opportunity in the AI space.

02/01/2026, 3:20 AM • The Motley Fool

Rockwell Powers Up Lucid's Saudi Factory In A Big EV Push

Rockwell Automation has deepened its collaboration with Lucid Group to support the automaker's manufacturing facility in Saudi Arabia's King Abdullah Economic City. Rockwell will deploy its FactoryTalk manufacturing execution system (MES) to optimize production across assembly, paint, stamping, body, and powertrain operations, while also providing workforce training programs. The partnership aims to help Lucid scale production and support Saudi Arabia's Vision 2030 industrial development goals.

01/21/2026, 6:42 AM • Benzinga

Geographic Information System (GIS) Market Share Analysis, Industry Trends & Statistics, Growth Forecasts Worldwide (2026-2031)

The GIS market is projected to grow from USD 14.56 billion in 2025 to USD 31.8 billion by 2031, with a CAGR of 13.94%. Growth is driven by smart-city expansion, cloud-native GIS adoption, AI integration, and increased demand from transportation, oil and gas, and public safety sectors. North America leads with 37.80% market share, while Asia-Pacific shows the strongest growth potential at 15.95% CAGR.

01/21/2026, 6:00 AM • GlobeNewswire