JMP notes uptick in software sector 4Q sales performance
JMP Securities provided a preview of fourth-quarter earnings for the software sector, signaling a marginal improvement from the third to the fourth quarter. The software sector has shown resilience, ...
10 AI Stocks on Wall Street’s Radar After DeepSeek Breakthrough
AI investors are desperately trying to find clues on the real impact of DeepSeek on chip demand in the future and gauge how ...
Nvidia: An Obvious Project Stargate Beneficiary - It's Good To Be King
President Trump's support for AI boosts Nvidia's position, with Project Stargate driving growth in data centers and the ...
Manhattan’s Wide Moat Is Supported by Its Leadership in Supply Chain Software
Software model transitions from perpetual license to subscriptions are not new to investors, so we think the path should generally not surprise too much over the next couple years. We also think the ...
Microsoft Corporation (MSFT) Q2 2025 Earnings Call Transcript
Q2 2025 Earnings Conference Call January 29, 2025 5:30 PM ETCompany ParticipantsBrett Iversen - Vice President ...
Irish Independent on MSN6d
Value of deliveries handled by Scurri’s software up a third to €16.5bn, as Wexford firm powers ahead
Wexford tech firm Scurri says that the value of shipments processed through its delivery management platform increased by a ...
The Sunday Business Post6d
Cork-based entrepreneur (22) sells firm in game-changing acquisition worth in the ‘high-single millions’
Nucleus, a company whose backers include Peter Thiel and Alexis Ohanian, snaps up David Sloane’s Cambrean to combine genetics insights and real-time health monitoring ...