Tech Sector: The Software Endgame Who Owns The Workflow
The aggressive global sell-off across listed tech reflects a rapid change in how the market is thinking about AI risk for software companies, as...
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SaaSpocalypse Now. Are We Done Already?
SaaSpocalypse: The issue isn't that AI can replace SaaS, it's the risk that SaaS per seat pricing models will fall apart in an agent-centric world.
264 Views
US Internet & Software - 2026 outlook: AI applications to ramp up; eyes on AI investment return
Looking ahead to 2026, we believe competition in the large language model (LLM) industry will further intensify, while monetization of AI...
466 Views
Lockout Rally Continues; Still Short-Term Bullish on SPX, Now Upgrading I.T. Outlook to Bullish Also
Lockout Rally Continues; Still Short-Term Bullish on $SPX, Now Also Upgrading Intermediate-Term Outlook to Bullish; Upgrading Technology $XLK $SMH...
390 Views
Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
339 Views