Here’s what could be ahead for software companies.
The AI tool drafts structured notes from patient-clinician interactions, helping to reduce administrative work.
The narrative around OpenAI has completely flipped, challenging Oracle's justification of borrowing money to fund artificial ...
However, following months of significant selling and worries over a debt-heavy balance sheet, is this a sustainable turning point or simply a rebound for a ...
In 1983, Bill Gates rejected the AI hype and championed “softer software” ...
In August, I predicted that Netflix (NASDAQ: NFLX) and Oracle (NYSE: ORCL) would reach at least $1 trillion in market ...
New AI agents challenge SaaS giants, automating knowledge work and unsettling investor confidence across industries.
A single plugin from Anthropic wiped $285 billion off the stock market in a day. Thomson Reuters fell 16%. Salesforce, Adobe, ...
BNP Paribas weighs in on Oracle & Adobe after the enterprise software sell-off, covering Adobe’s AI monetization outlook and Oracle’s financing ...
Inc42 and Oracle convened CTOs and tech leaders for a closed-door dinner focussed on real-world AI infrastructure challenges, ...
Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. The Fund prioritizes ...
"The big model makers want to create a world in which all of the data for all of the enterprises is easily available to them," Sridhar Ramaswamy said.
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