AI is consolidating into super-app ecosystems that reshape work, media and infrastructure. Leaders must rethink governance ...

Of the 114 stocks in the iShares Expanded Tech-Software ETF IGV, there were 102 decliners, according to Dow Jones Market Data. That ETF has now suffered its worst eight-day performance in almost six ...

What was once a stable and profitable tech business now faces an existential question: What happens if AI tools and agents ...

Sharath Chandra Macha says systems should work the way people think. If you need training just to do simple stuff, ...

Anthropic's Claude Cowork lets AI act as a digital coworker that can manage files and tasks, raising investor concerns about ...

Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compound returns.

Demand drivers discussed around ServiceNow (NYSE:NOW) frequently include the need for better service delivery, faster ...

Anthropic's Claude Cowork AI launch triggered the SaaSpocalypse, wiping $285 billion from global software stocks as investors ...

How observability, identity, operational technology – and yes, AI – are driving big ticket deals for the likes of Snowflake, ...

The company reported earnings before certain costs such as stock compensation of 92 cents per share in the quarter, surpassing Wall Street’s consensus estimate of 88 cents. Revenue for the period rose ...

ServiceNow recorded higher profit in its latest quarter as subscription revenue continued to grow double digits, a trend the company expects to continue this year. The cloud-based software company ...

ServiceNow (NYSE: NOW), the AI control tower for business reinvention, today announced financial results for its fourth quarter ended December 31, 2025, with subscription revenues of $3,466 million in ...