I recommend NOW shares at current levels, expecting sustained 20%+ revenue growth, mid-30% free cash flow margins, and ...

I initiate coverage on ServiceNow, Inc. ( NOW) after a sharp 30% drawdown in 2025. I am neutral on this stock because ...

As for the AI bubble, it is coming up for conversation because it is now having a material effect on the economy at large.

Connect X9 (1.6 TB/s bandwidth), Bluefield 4 DPU (offloads storage/security), NVLink 6 switch (scales 72 GPUs as one), Spectrum X Ethernet Photonix (512 lanes, 200 Gbit optics for AI factories).

Indian businesses are moving away from trend-driven growth and rebuilding core fundamentals like fair pricing, scalable ...

CloudEagle, Echo and The San Francisco Compute Co. are just some of the cloud computing startups to watch in 2026.

In the last five years, the world's richest trading bloc has introduced the Digital Markets Act (DMA), which regulates ...

Organizations have a wealth of unstructured data that most AI models can’t yet read. Preparing and contextualizing this data ...

Instructed Retriever leverages contextual memory for system-level specifications while using retrieval to access the broader ...

This week - we roundup the highs and lows of 2025 one last time, and strap in for the 2026 kick off, with an early focus on: ...

As AI moves from hype to measurable results, one truth is becoming clear: Enterprise AI needs business context to be fully ...