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 ...

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.

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 ...

Oaktree Capital Management cut the value of one of its private credit funds by almost 4% as the firm marked down its software assets. The $2.8 billion Oaktree Specialty Lending Corp. wrote down its ...

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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 ...