These 4 critical AI vulnerabilities are being exploited faster than defenders can respond ...
AI is reshaping SaaS and consulting stocks. See why multiples are compressing, Oracle’s leverage risks, and how to spot ...
In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble. Even if you’ve never used these companies’ ...
How observability, identity, operational technology – and yes, AI – are driving big ticket deals for the likes of Snowflake, ...
From advancing AI integration to addressing business continuity while reducing technical debt, enterprise IT leaders have ...
Shares of Indian information technology (IT) services companies plunged on Wednesday, with the Nifty IT index sliding 6.3% ...
Which software stocks are best positioned for the AI revolution? Seeking Alpha analysts weigh in. Read more here.
ServiceNow Inc. reported its fourth-quarter 2025 earnings, surpassing analysts’ expectations with an earnings per share (EPS) of $0.92 against a forecast of $0.89, marking a 3.37% surprise. The ...
A new report from Gartner argues that by 2028, misconfigured AI will shut down the national critical infrastructure in a G20 country. Consultants counter that it will likely happen much sooner.
The following analysis explores the threats posed by AI to the Software industry, the types of companies set up well or poorly to withstand those threats, and what syndicated loan/private credit ...
Welcome to the end of the world for Software-as-a-Service (SaaS) stocks – at least as we’ve known them. Recently, we’ve been ...
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