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IBM's Q3 Revenue and Profit Beat Expectations, Full-Year Free Cash Flow and Software Revenue Guidance Raised
IBM announced its third-quarter earnings, with both revenue and adjusted EPS exceeding Wall Street expectations. The company's revenue reached $17.103 billion, a 5% year-over-year increase; adjusted E
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UK antitrust watchdog proposes tougher scrutiny of Microsoft software, citing its grip makes it harder for customers to switch providers
UK antitrust watchdog proposes tougher scrutiny of Microsoft software, citing its grip makes it harder for customers to switch providers
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JPMorgan Chase Considers Restarting Qualtrics Software Debt Deal
JPMorgan Chase is considering restarting a new debt sale for Qualtrics International Inc., after underwriters were stuck with over $5 billion in loans earlier this year.
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GTCR and Elliott Acquire Software Firm CCC for $4.6 Billion
GTCR and Elliott Investment Management are acquiring car-insurance software provider CCC Intelligent Solutions Holdings Inc. for about $4.6 billion.
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Jev Founder Diogo Almeida: AI Coding Tools Haven't Improved Software, Jev Reverses "Software Extinction Theory" by Embedding Intelligence
Diogo Almeida, founder of TypeSafe, stated on the a16z podcast that existing AI programming tools only increase coding speed, but the software itself has not improved. He believes that AI and software
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JPMorgan Chase: The "valuation reset" for the Magnificent Seven in US tech stocks is nearing its end, with valuations falling to a 10-year low, but they are unlikely to "stand out" again; maintain overweight on semiconductors, recommend long semiconductors and short software.
JPMorgan Chase strategist Mislav Matejka stated in a September 28 report that the "valuation reset" for the Magnificent Seven tech stocks in the US is nearing its end, with valuations falling to a 10-
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Cognyte Software Ltd. Q2 2027 software revenue increased by 21% year-over-year, and full-year revenue guidance narrowed to approximately $448 million.
Cognyte Software Ltd. announced its Q2 FY2027 earnings call summary, highlighting a 21% year-over-year increase in software revenue, significantly outpacing total revenue growth. This reflects the com
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Toyota Aims to Boost Operating Profit from Software Updates and Vehicle Leasing by 40% to $19.2 Billion by Fiscal 2030
Toyota Aims to Boost Operating Profit from Software Updates and Vehicle Leasing by 40% to $19.2 Billion by Fiscal 2030
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The Guinness Global Innovators Fund noted in its Q2 2026 investor letter that Nasdaq (NDAQ) has quietly built a more resilient business beyond traditional trading.
The fund describes Nasdaq as a global technology, data, and analytics company rather than a traditional exchange, emphasizing its strategic shift since 2017 towards high-growth, high-margin software a
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Palantir Technologies Inc. shares have fallen over 40% since their November peak, facing a "worst-of-both-worlds" bind with AI and software.
Palantir Technologies Inc. shares have fallen over 40% since their November peak, facing a "worst-of-both-worlds" bind with AI and software.
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IBM's Q3 Revenue and Profit Beat Expectations, Full-Year Free Cash Flow and Software Revenue Guidance Raised
IBM announced its third-quarter earnings, with both revenue and adjusted EPS exceeding Wall Street expectations. The company's revenue reached $17.103 billion, a 5% year-over-year increase; adjusted E
-
UK antitrust watchdog proposes tougher scrutiny of Microsoft software, citing its grip makes it harder for customers to switch providers
UK antitrust watchdog proposes tougher scrutiny of Microsoft software, citing its grip makes it harder for customers to switch providers
-
JPMorgan Chase Considers Restarting Qualtrics Software Debt Deal
JPMorgan Chase is considering restarting a new debt sale for Qualtrics International Inc., after underwriters were stuck with over $5 billion in loans earlier this year.
-
GTCR and Elliott Acquire Software Firm CCC for $4.6 Billion
GTCR and Elliott Investment Management are acquiring car-insurance software provider CCC Intelligent Solutions Holdings Inc. for about $4.6 billion.
-
Jev Founder Diogo Almeida: AI Coding Tools Haven't Improved Software, Jev Reverses "Software Extinction Theory" by Embedding Intelligence
Diogo Almeida, founder of TypeSafe, stated on the a16z podcast that existing AI programming tools only increase coding speed, but the software itself has not improved. He believes that AI and software
-
JPMorgan Chase: The "valuation reset" for the Magnificent Seven in US tech stocks is nearing its end, with valuations falling to a 10-year low, but they are unlikely to "stand out" again; maintain overweight on semiconductors, recommend long semiconductors and short software.
JPMorgan Chase strategist Mislav Matejka stated in a September 28 report that the "valuation reset" for the Magnificent Seven tech stocks in the US is nearing its end, with valuations falling to a 10-
-
Cognyte Software Ltd. Q2 2027 software revenue increased by 21% year-over-year, and full-year revenue guidance narrowed to approximately $448 million.
Cognyte Software Ltd. announced its Q2 FY2027 earnings call summary, highlighting a 21% year-over-year increase in software revenue, significantly outpacing total revenue growth. This reflects the com
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Toyota Aims to Boost Operating Profit from Software Updates and Vehicle Leasing by 40% to $19.2 Billion by Fiscal 2030
Toyota Aims to Boost Operating Profit from Software Updates and Vehicle Leasing by 40% to $19.2 Billion by Fiscal 2030
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The Guinness Global Innovators Fund noted in its Q2 2026 investor letter that Nasdaq (NDAQ) has quietly built a more resilient business beyond traditional trading.
The fund describes Nasdaq as a global technology, data, and analytics company rather than a traditional exchange, emphasizing its strategic shift since 2017 towards high-growth, high-margin software a
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Palantir Technologies Inc. shares have fallen over 40% since their November peak, facing a "worst-of-both-worlds" bind with AI and software.
Palantir Technologies Inc. shares have fallen over 40% since their November peak, facing a "worst-of-both-worlds" bind with AI and software.
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