Cybersecurity firm Tenable launches Tenable One AI Exposure, a comprehensive platform designed to help enterprises manage vulnerabilities introduced by the rapid adoption of artificial intelligence across their technology stacks.
As Palantir Technologies (PLTR) continues its ascent, a bullish investment thesis gaining traction centers on its proprietary 'Ontology' system. Proponents argue this technology positions the data analytics firm not just as a software vendor, but as an indispensable network for enterprise AI, capable of defying traditional growth slowdowns.
ASGN's Q4 2025 results underscore a deliberate pivot towards high-margin technology consulting, fueled by AI-driven demand. The company announces a unifying 'Everforth' brand, a strategic $290M acquisition, and outlines a path for growth beyond cyclical staffing headwinds.
In a significant leadership transition, Wall Street legal powerhouse Paul, Weiss, Rifkind, Wharton & Garrison LLP announced the resignation of its long-time Chairman Brad Karp. Veteran corporate lawyer Scott Barshay has been named as his successor, signaling a potential strategic shift for the firm.
Despite facing the lowest housing market in decades, Stewart Information Services (NYSE: STC) reported robust fourth-quarter earnings, driven by a surging Commercial segment and strategic investments in talent and technology. CEO Frederick Eppinger outlined resilience built during 2024 while cautioning that a full market recovery remains months away.
Technology solutions provider ePlus reports a surge in Q3 sales and profit, driven by accelerating AI infrastructure projects. The company raises its annual guidance while navigating an industry-wide memory shortage.
A key fair value estimate for advertising technology firm The Trade Desk has been revised downward, reflecting a more cautious stance from Wall Street on the company's future growth trajectory amid a shifting digital ad landscape.
Financial technology firm Pagaya Technologies Ltd. (PGY) is trading at a significant discount to peers despite posting record Q3 results and demonstrating robust operational execution. Analysts highlight its AI-driven B2B2C model, diversified funding, and accelerating multi-product adoption as key growth drivers.
As climate shocks, cyberattacks, and geopolitical tensions expose the fragility of lean global networks, a new class of foundational technology is enabling a fundamental shift from efficiency to engineered resilience.
Veralto (VLTO) reported Q4 revenue slightly below expectations, though profit beat estimates. The water technology firm's 2026 guidance reflects a prudent stance amid macroeconomic uncertainty and costs tied to recent acquisitions.
The CEO of derivatives giant CME Group has revealed the exchange is actively exploring the creation of its own digital asset, a significant step in the institutional adoption of blockchain technology for collateral and settlement.
Twilio is providing the communications backbone for Genspark's new AI-powered phone agent, enabling multilingual, automated call handling for complex workflows. The partnership signals Twilio's strategic push to embed its technology deeper into enterprise AI and automation.
The Tampa-based multifamily giant hires two seasoned executives in New York to strengthen institutional investor ties and drive capital formation efforts, signaling aggressive growth ambitions in a competitive market.
Johnson & Johnson gains FDA approval for a new frontline multiple myeloma therapy and unveils a pioneering cardiac imaging catheter, reinforcing its strategic focus on high-growth oncology and medical technology segments.
In a major consolidation move, Texas Instruments has agreed to acquire Silicon Labs for $231 per share in cash. The deal, aimed at accelerating TI's embedded and wireless strategy, is projected to yield over $450 million in annual cost synergies by 2030 through manufacturing integration.
After recent share price declines, Niagen Bioscience is drawing renewed investor scrutiny. The biotech firm's valuation story hinges on its proprietary NAD+ technology, upcoming B2B product launches, and critical clinical data readouts expected later this year.
Industrial manufacturer IDEX Corporation (NYSE:IEX) reported stronger-than-expected fourth-quarter revenue of $899.1 million, surpassing analyst estimates. However, a deeper look reveals slowing organic growth and margin pressures that temper the headline beat.
GE HealthCare Technologies posted stronger-than-expected fourth-quarter revenue of $5.70 billion, a 7.1% year-over-year increase, while adjusted earnings per share of $1.44 also edged past analyst consensus. The performance highlights steady demand for its medical imaging and pharmaceutical diagnostics units amid ongoing healthcare capital investment.
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.
As 2025 drew to a close, the private transactional banking sector underwent a quiet revolution. Driven by digital integration, sustainability mandates, and borderless finance, the industry is shifting from a service provider to a strategic partner. Bruc Bond CEO Krishna Subramanyan analyzes the year's pivotal trends and forecasts the infrastructure and M&A moves that will shape 2026.
