Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for April ...

July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of these companies report ...

Software stocks are coming to life after being battered for months over fears that artificial intelligence will erode the ...

Cognizant (Nasdaq: CTSH), a leading AI Builder and technology services provider, today announced it was committing to scaling its Frontier-certified workforce, the human and operational infrastructure ...

The market is worried about its future.

ServiceNow bucks the SaaSpocalypse with strong recurring growth and AI upside at a reset valuation. Click for more on NOW ...

Hitachi wrote in a press release that the two companies will offer Hitachi Intelligent Infrastructure Monitoring (HIIM). It described this artificial intelligence (AI)-based product as a "solution ...

Investors reassess AI spending as software sentiment improves and semiconductor momentum weakens despite strong long-term growth expectations.

AI data-centre demand has pushed transformer, turbine and switchgear lead times into years, forcing US utilities to fight for scarce factory slots.

Raj Ummadisetty and Ken Kurzweil share Netflix's architectural pivot to CloudStream, a repeatable capture, conversion, and ...