This shift creates a slimmer type of organization in the sector. There is minimal communication overhead within the team ...

Integer (NYSE:ITGR) reported first-quarter 2026 results that management said were in line with the outlook it provided in February, while also lowering its full-year forecast to reflect updated ...

Hotchkis & Wiley, an investment management company, released its first-quarter 2026 investor letter for the “Hotchkis & Wiley ...

ServiceNow NOW shares have plunged 13.4% in a month, underperforming the Zacks Computer and Technology sector’s return of ...

Interoperability is improving, but artificial intelligence is exposing the difference between merely exchanging data and ...

Barclays’ software team has identified leading infrastructure software companies positioned to benefit as artificial intelligence reshapes the enterprise technology landscape, with Oracle, ...

AI is changing software economics, not eliminating it. As companies move from selling access to delivering outcomes, the ...

Veeva Systems is a cloud-computing company that provides software, data, and other services for the life sciences industry. ・“VEEV is still cheap,” Michael Burry said in a chat to subscribers on ...

ServiceNow NOW is benefiting significantly from its rich partner ecosystem, which acts as a core growth engine by enhancing ...

Next up is large-cap infrastructure software, where a team led by Raimo Lenschow views enterprise vendors as insulated from AI disruption, naming Oracle (ORCL), DigitalOcean Holdings (DOCN), ...

Is VEEV a good stock to buy? We came across a bullish thesis on Veeva Systems Inc. on Danny’s Substack by Danny Green. In ...

Enterprise AI projects go off the rails when companies focus on the technology instead of the people. So says Matt Domo, ...