Newly appointed Slack CEO Denise Dresser, Rocket Mortgage Chief Marketing Officer Casey Hurbis and Boston Consulting Group Managing Director and Partner Shilpa Sharma speak during Vox Media’s Code Conference in …
Oracle ‘s (ORCL) new cloud-computing agreement with Microsoft demonstrates the wisdom of the former’s AI strategy – and reinforces our view that the stock is a buy at current levels. …
Marc Benioff, chief executive officer of Salesforce.com Inc., speaks during a keynote at the 2023 Dreamforce conference in San Francisco, California, US, on Tuesday, Sept. 12, 2023. Benioff said new …
What a difference a week makes. Following last week’s stumbles, the Dow Jones Industrial Average , the S & P 500 and the Nasdaq Composite are all tracking to go …
Elevated bond yields and geopolitical uncertainty continued to be negative for stocks this week as the overall market moved into oversold territory. However, that set us up to put cash …
In the high-stakes cloud-computing battle, Microsoft is outpacing its top rivals. Third-quarter results are in for most mega-cap tech companies after a big week for tech earnings. On the cloud …
Ali Ghodsi, co-founder and CEO of Databricks Inc., speaks during a Bloomberg Technology television interview in San Francisco on Oct. 22, 2019. David Paul Morris | Bloomberg | Getty Images …
Investors have dumped Nvidia (NVDA) stock aggressively in response to tougher U.S. restrictions on the export of artificial intelligence chips to China. But, like us, Wall Street analysts have not …
Four cloud service and software providers in our portfolio are poised to be generative artificial intelligence winners as the companies commercialize access to the new technology. Their already leading positions …
Israeli armuy soldiers deploy at a position near the border with Gaza in southern Israel on October 11, 2023. Menahem Kahana | AFP | Getty Images As Israel prepares for …