ServiceNow (NOW) stock has plummeted 43% YTD. Oppenheimer cuts price target to $130 but stays bullish on AI potential ahead ...

TSMC reports 35% revenue growth, Nvidia launches quantum AI models, Netflix posts earnings. Track the week's most important growth stock catalysts.

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for February 2026. A copy of the letter can be downloaded here. February proved to be ...

Data from Empirical Research, shared by global asset manager Oakmark Funds, show software stocks traded for twice the ...

The stock is re-rating on two concrete catalysts: (1) expanded Bloom Energy capacity procurement up to 2.8GW (1.2GW already ...

As AI agent stocks take off, consider a thematic ETF for exposure to the best agentic AI companies to invest in now.

Pegasystems gears up for Q1 2026 earnings with steady estimates, strong ACV momentum and cloud growth, but faces AI ...

Steve Eisman, the investor made famous by “The Big Short,” compared the current enterprise software selloff to the financial ...

Zac Brandenberg is Co-Founder and CEO of DRINKS, a leading AI-powered SaaS platform transforming the U.S. alcohol market.

AI canvases now touch more core operations, not just collaboration. The upsides are clear, but good governance is vital to ...

In his Sunday column, Jim Cramer explored key battleground issues for the stock market such as the Iran war and software sell ...

Is the software sector really getting disrupted?