Breakthroughs in Agentic AI, AI-Ready Data Platforms, and Code-First APEX Development PLANO, TX, UNITED STATES, March ...
Microsoft is a member of the "Magnificent Seven" group of stocks that has an outsize impact on the stock market due to its ...
Michael Burry is questioning the AI spending spree by the tech giants. Should investors be trimming their positions on these ...
Inference cost curves are compressing at a rate that erodes pricing power for seat-based SaaS faster than most vendor roadmaps can adapt. Bain & Company’s Technology Report 2025 documents OpenAI’s ...
How companies are moving beyond assistive tools to deploying agentic systems, and marking a fundamental shift in how they operate, scale and deliver value ...
We came across a bullish thesis on Iridium Communications Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on IRDM. Iridium Communications Inc.’s share was ...
We came across a bullish thesis on GitLab Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on GTLB. GitLab Inc.’s share was trading at $26.70 as of March ...
Morgan Stanley Technology, Media & Telecom Conference 2026 March 2, 2026 2:30 PM ESTCompany ParticipantsEd Grabscheid - ...
The volatility of US tech stocks isn't just driven by speculation. It's driven by the not entirely unfounded feeling that AI could challenge entire business models.
Hackers claim to have breached LexisNexis cloud systems, leaking records tied to 400K users, including .gov accounts, enterprise customers, and internal credentials.
While Oracle has traditionally been viewed as a legacy database provider, its aggressive pivot toward Oracle Cloud ...
March 5 (Reuters) - Enterprise software company Oracle is planning thousands of job cuts as it faces a cash crunch from a ...