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

Snowflake SNOW is benefiting from the accelerating adoption of its AI Data Cloud, which is fundamentally transforming how ...

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 ...

Easterly Asset Management (“Easterly”), home to investment teams providing investors with a portfolio of solutions across private markets, active equity, and active fixed income, today announced the ...

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 ...

For organizations that have spent time and money deploying Microsoft SCCM, there is a temptation to think that they ‘Have SAM covered’. And indeed, SCCM can play a vital role in the successful ...

DENVER — A significant spring storm brought heavy, wet snow and much-needed moisture to Colorado Wednesday. Snow totals in the Denver metro area averaged 4-10 inches with the highest totals on the ...

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China’s biggest insurer, Ping An Insurance (PIAIF) shares fell 2.23% in Hong Kong on Monday as the insurer moved to offload a $1 billion portfolio of software-focused private equity assets, according ...

China’s biggest insurer Ping An Insurance Group is seeking to reduce software-focused private equity exposure by selling its stakes in some funds, according to people familiar with the matter. The ...

Investors scrolling their feeds this morning are shocked by today’s carnage in enterprise software stocks. Social media chatter has blamed routine insider stock sales for Cloudflare‘s (NYSE:NET | NET ...

As AI continues to disrupt and reshape how secondaries price risk, durability and growth across software portfolios, investors are being forced to rethink long-standing assumptions about valuation, ...