‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Alphabet 160% rally in year reflects value of owning most of AI stack
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US,…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
Japan’s Sakura Internet jumps 20% as Microsoft plans $10 billion AI push with SoftBank
Microsoft’s Vice Chair and President Brad Smith (L) and Japan’s Prime Minister Sanae Takaichi pose before their meeting…