Ahead of second quarter earnings results, Citi finds improved IT spending during the quarter, but it is selective over which ...

Palantir's key risks include government contract exposure and competitive threats from Snowflake, Databricks, and AI labs.

New software could unlock 300 gigawatts (GW) of hidden US grid capacity, and help utilities connect solar, battery storage ...

An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce. Shares of Datadog have risen 94.2% so ...

Once, tracking tech meant counting laptops in a closet. Today, IT, procurement, and operations teams juggle SaaS contracts, ...

The relentless artificial intelligence (AI) boom is lately shifting its narrative. For most of the past two years, the AI boom has been synonymous with one thing: hardware, particularly characterized ...

Forbes contributors publish independent expert analyses and insights. Peter Bendor-Samuel is founder & executive chairman of Everest Group. This voice experience is generated by AI. Learn more. This ...

What Happened? A number of stocks jumped in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.