Focus On Profitability Expansion And Durable Growth: PT Reduced To $112 From $133
Elastic remains my top pick in the observability and search space, and I see the potential for revenue growth re-acceleration in 2024.
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Primer: Splunk Inc (SPLK US) - Nov 2025
Acquisition by Cisco: In a landmark deal valued at approximately $28 billion, Splunk was acquired by Cisco, a transaction completed in March...
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U.S. Equity Strategy: S&P 500 A Coiled Spring
Our view remains bullish as long as the S&P 500 is above the 2940-2980 support zone and we suggest buying any dips. Additionally, 3076 is a...
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Pennock Idea Hub AI Readings -Â AI Is Changing the Face of Retail, Quantum Computing Heats Up &Â More
A selection of articles and analysis on topics in Artificial Intelligence. In this week's edition of AI readings we look at articles focussing on...
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Visa Reform Raises Near-Term Uncertainty for Offshore IT Services; Options Exist to Lessen Burden
In the wake of a sweeping immigration ban within the U.S. in late January, we are seeing repercussions and volatility for the IT services industry,...
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