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MSFT vs. NOW: Which Cloud Software Provider Offers More Upside?

ServiceNow's AI control tower and workflow automation offer superior upside compared with Microsoft's diversified model.

Macquarie sees ServiceNow richly valued amid AI strength and workflow software

Macquarie described ServiceNow as one of the best positioned SaaS companies to drive AI adoption because of its orchestration and workflow automation capabilities. It said disclosures point to early ...
CIOOpinion

Why trust is the new currency in the agentic era — and what it’s worth

When it comes to AI, trust used to mean one thing — accuracy. Does the model predict correctly? Then we started asking harder ...

SoundHound: All Bubbles Burst - Wait Until Sub-$10 To Buy

SoundHound's growth is largely inorganic, gross margins lag software peers, and vertical concentration poses risks amid ...

3 ASX thematic ETFs that could boom over the next decade

These funds give investors exposure to future-facing industries. The post 3 ASX thematic ETFs that could boom over the next ...
Le Lézard

12 Inch Silicon Wafers Market to Reach USD 20.79 Billion by 2031 Driven by AI, Automotive and Foundry Expansion | Valuates Reports

What is the Market Size of 12 Inch Silicon Wafers? The global market for 12 Inch Silicon Wafers was valued at USD 11620 Million in ...
diginomica

Enterprise hits and misses - big retailers face off with AI, but can enterprise LLMs hedge the AI bubble?

This week: retailers face the AI challenge, but market headwinds are fierce. Enterprise LLMs are a thing - could they hedge ...