There’s still opportunity in software despite the fears about artificial intelligence, according to Morgan Stanley analysts.
Morgan Stanley says buy 2 beaten-down software stocks. We agree on one of them Read More »
Of the databases on Databricks’ platform, 80% are now being built by AI agents, not people. And these aren’t all tech companies.
Under the hood of the AI economy with Databricks CEO Ali Ghodsi Read More »
The Investing Club holds its “Morning Meeting” every weekday at 10:20 a.m. ET.
This ancillary AI stock hits another record high. How we’re playing the rally Read More »
CapitalWatch wrote that its report linking AppLovin shareholder Hao Tang and criminal syndicates was inaccurate.
Short-seller CapitalWatch apologizes, retracts report on AppLovin shareholder Read More »
Software companies are facing mounting pressure from disruptive AI tools threatening to replace them.
Monday.com drops 19% as AI disruption fears mount in software Read More »
Databricks is prepared to go public “when the time is right,” CEO and co-founder Ali Ghodsi told CNBC in an interview.
Databricks completes $5 billion funding round at $134 billion valuation Read More »
Here is a recap of what happened in the search forums today…
Daily Search Forum Recap: February 9, 2026 Read More »
The company’s co-founder, Aneel Bhusri, who has previously served as chief executive, will replace Eschenbach.
Workday CEO Carl Eschenbach is stepping down, co-founder Aneel Bhusri to take over Read More »
Instinctools adds Palantir Foundry and AIP to their tech stack to help enterprises operationalize data and deploy context-aware agentic AI. Instinctools, an AI-powered software engineering company, announced adding Palantir Foundry and Palantir AIP to its enterprise data and AI portfolio. The move strengthens Instinctools’ focus on AI development, data preparation for AI, agentic AI systems, and context engineering […]
Instinctools Adds Palantir Foundry and AIP to Its Enterprise Data and AI Portfolio Read More »
Sophie, an AI developer agent, turns standard operating procedures into automated workflows that run across enterprise systems. It combines internal company data with external intelligence and records how decisions are made, so organizational knowledge can be reused and improved over time. FourKites®, the leader in AI-driven supply chain transformation, announced Loft™, an AI orchestration platform […]