A fresh wave of selling hit European software, data, and advertising firms Wednesday, driven by mounting investor concerns over the disruptive potential of next-generation AI tools. The selloff highlights a broader market pivot towards traditional industrial sectors.
Despite a recent lull in share price performance, Wall Street is overwhelmingly positive on Amazon's strategic positioning to capitalize on the AI revolution, from cloud infrastructure to internal automation.
Chancellor Friedrich Merz embarks on a pivotal three-nation Gulf tour, signaling Berlin's strategic push to diversify trade and energy partnerships amid global realignment, as both Germany and the Gulf monarchies seek to reduce mutual dependencies.
HP Inc. faces a period of unexpected leadership change as CEO Enrique Lores departs for PayPal. With interim CEO Bruce Broussard at the helm and a search underway, the company reaffirms its 2026 earnings outlook, signaling stability amidst uncertainty for the PC and printing giant.
As Five9 prepares to report Q4 2025 results, Wall Street is scrutinizing whether the contact-center software leader can maintain its edge in an AI-driven market. The company's recent stock volatility and new partnerships highlight both opportunity and risk.
Palantir Technologies (PLTR) reported fourth-quarter revenue of $1.41 billion, exceeding analyst forecasts, as government and corporate investment in AI tools continues to accelerate. Wedbush Securities hailed the performance as another 'drop-the-mic' quarter, underscoring the company's leading position in the AI infrastructure race.
A sharp selloff in software and professional services stocks rippled across global markets this week, fueled by investor fears that new AI agent capabilities from Anthropic could disrupt core business models. The downturn highlights growing market jitters over which traditional tech firms will survive the AI revolution.
JPMorgan Chase & Co. has upgraded Autodesk, Inc. (ADSK) to Overweight, highlighting the design software leader's strategic AI adoption and positioning within key infrastructure sectors as catalysts for growth.
Nvidia's pivotal role in powering the artificial intelligence revolution has sent its stock soaring, but with a premium valuation, investors are questioning if the rally still has room to run ahead of its upcoming earnings.
The strategic acquisition of OpenKey by Canary Technologies is set to dramatically expand the reach and capabilities of mobile key technology for hotels worldwide, accelerating the industry's shift towards fully digital, contactless guest experiences.
Former Amazon logistics chief Dave Clark and his wife Leigh Anne are steering their AI startup, Auger, through the turbulent world of global trade. In an exclusive interview, they reveal how their partnership—both marital and professional—aims to solve the industry's most persistent headaches.
While Veeva Systems continues to invest heavily in its future, a five-year slide in its return on capital employed (ROCE) signals potential headwinds for the life sciences cloud giant. We examine whether the current growth-at-all-costs strategy will pay off for long-term shareholders.
RBC Capital reaffirms its Outperform rating on Marvell Technology, maintaining a $105 price target. The firm highlights the strategic value of the Celestial AI acquisition and potential integration with Amazon's AI chip roadmap, despite near-term financial headwinds.
Amid elevated market valuations, investors with limited capital can still find compelling opportunities. We examine three companies with strong growth trajectories and attractive entry points.
In an exclusive interview, Palantir Technologies CTO Shyam Sankar argues that the U.S. must urgently leverage AI to supercharge worker productivity and counter China's economic strategy, citing a case where factory yields jumped 50%.
The AI boom is proving to be a double-edged sword for the technology sector. While some giants soar, a sharp selloff in software and services stocks highlights the market's growing discrimination between potential beneficiaries and those facing disruption from new AI tools.
Defense tech firm Anduril Industries launches a global autonomous drone racing competition, offering substantial cash prizes and guaranteed jobs to attract elite software developers to its growing Ohio operations.
Appian appoints seasoned AI executive David Link to its board, coinciding with new research highlighting significant AI uptake within Australia's public sector, signaling a strategic push into government automation.
Anthropic's enhancement of its AI legal assistant has triggered a sector-wide sell-off, raising urgent questions about the future value proposition of established data platforms like FactSet in an AI-driven market.
In a stark earnings call, Palantir CEO Alex Karp framed the AI race as a clash between 'haves' and 'have-nots,' citing explosive U.S. growth and warning that reluctance in Canada and Europe could trigger political upheaval.
