Vulcan Value Partners Large Cap Composite returned -14.1% in Q1 2026 amid AI-driven volatility. Read the full analysis for ...
At a recent analyst event in Atlanta, Infor executives outlined their latest AI progress for their various ERP solutions.
SEI Investments Company (NASDAQ: SEIC) today announced financial results for the first quarter 2026. Relative to the first quarter 2025, EPS increased by 20%, and revenue and operating income grew by ...
I have to apologize that my posting have been a little slow this week. There was a few things at work to get through and if ...
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Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for February 2026. A copy of the letter can be downloaded here. February proved to be ...
Investors have watched software stocks tumble this year as fresh updates to Anthropic's Claude model keep rolling out. One release after another has investors asking whether AI agents will soon handle ...
Like so many other software stocks, ServiceNow has plummeted to start 2026. Investors shouldn’t buy the dip, according to UBS. Analysts at the investment bank downgraded ServiceNow to Neutral from Buy ...
Polen Global Growth Portfolio declined 15.7% in Q1 2026 as AI fears and geopolitics impacted software holdings. Read the full analysis for more details.
Cloudflare (NET), ServiceNow (NOW) and Atlassian (TEAM) rank as Mizuho's top software stocks to own ahead of the fast-approaching earnings season. Mizuho's industry checks indicate that top-tier ...
Cloudflare (NET), Snowflake (SNOW), and ServiceNow (NOW) stocks plunged amid enterprise software sector repricing on AI agent threats from Anthropic and OpenAI. Cloudflare’s infrastructure sits at the ...
Intel emerged as one of the most overbought stocks this week after the chip giant entered new partnerships with Google and Elon Musk 's Terafab project. The major averages rose this week on hopes that ...