Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for April ...
An IT operations view of how to evaluate service-management platforms - by hosting, native discovery, cost and fit - for the ...
July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of these companies report ...
Downgrades don’t always mean disaster. These five beaten-down names still have the cash flow, catalysts, and long-term upside ...
Once, tracking tech meant counting laptops in a closet. Today, IT, procurement, and operations teams juggle SaaS contracts, ...
Software stocks are coming to life after being battered for months over fears that artificial intelligence will erode the ...
The AI boom promised to create a new generation of market winners. Instead, it has also exposed just how quickly expectations ...
Alphabet’s fourth-quarter 2025 print showed Gemini Enterprise had 8 million paid seats across more than 2,800 companies. Read ...
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 ...
CDW CorporationCDW is benefiting from growing demand for AI infrastructure as organizations move beyond experimentation and begin deploying AI in production environments. In the first quarter of 2026, ...
Global Gurus places Spitz among the World’s Top Futurists; his Disruptive Futures Institute named to Thinkers360’s 50 ...
Enterprise AI vendors know the next sale will be won not only on model quality and capability, but also on control and cost.
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