Oracle is executing a transformation that leverages its database core while supplying data center infrastructure. Read what ...

The writing is on the wall as AI companies race to add vertical functionality Software stocks have taken a beating over the ...

Overview: The UAE cloud market is expanding quickly due to heavy investments in data centers, AI infrastructure, and ...

Paired with its recent OpenAI partnership, the deal highlights ServiceNow’s creation of a model-agnostic architecture for ...

A selloff in global software stocks continues as investors evaluate the potential disruption from artificial intelligence.

The global landscape for software stocks is undergoing a dramatic shift as a selloff unfolds. Investors are now deliberating ...

We came across a bullish thesis on Corporación América Airports S.A. on Monopolistic Investor’s Substack by Antoni Nabzdyk.

In European markets, software as a service (“SaaS”) firms like RELX and SAP (SAP) dropped. Anthropic, one of the leaders in chatbot tools, created panic for software stocks. Companies that ...

We came across a bullish thesis on Sirius XM Holdings Inc. on Clayton Capital Insights’s Substack. In this article, we will summarize the bulls’ thesis on SIRI. Sirius XM Holdings Inc.’s share was ...

Amazon has an impressive earnings surprise history. In the last reported quarter, the company delivered an earnings surprise ...