18 Members•4,119 Posts

Software & services

Computacenter buys US federal government IT reseller for up to $92 million

May 28, 2026

Ian Lyall

Snowflake's blowout quarter suggests the AI spending boom has further to run, but can growth justify the multiples?

May 28, 2026

Ian Lyall

Salesforce reports double-digit revenue growth in Q1, lifts full-year profit guidance

May 27, 2026

Emily Jarvie

Workday viewed as high-quality but maturing SaaS franchise with limited near-term catalysts

May 27, 2026

Emily Jarvie

Intuit seen benefitting from AI tailwinds, says Bank of America

May 27, 2026

Emily Jarvie

Twilio price target raised by Bank of America analysts on execution confidence

May 27, 2026

Emily Jarvie

archTIS clears final US DoD testing hurdle for NC Protect deployment

May 27, 2026

Lisa Uhlman

Snowflake poised to beat Q1 estimates as AI data demand builds

May 27, 2026

Angela Harmantas

Vista Group wins 5-year Cinemex agreement for Mexican circuit

May 27, 2026

Jonathan Jackson

Autodesk expected to deliver first quarter earnings beat, in-line outlook

May 26, 2026

Emily Jarvie

MongoDB Q1 preview: Wedbush sees upside to street estimates on Atlas growth, AI momentum

May 26, 2026

Angela Harmantas

Salesforce earnings preview: Jefferies eyes in-line Q1, second-half growth key

May 26, 2026

Angela Harmantas

Team Internet is now firmly in a scaling phase - ICYMI

May 23, 2026

Proactive

Datadog, SK Hynix added to AI 30 List as Wedbush sees ‘third inning” of AI revolution

May 22, 2026

Angela Harmantas

Salesforce faces tough enterprise software backdrop heading into earnings, says UBS

May 22, 2026

Emily Jarvie

IBM shares extend rally as Wedbush calls US quantum investment a "new catalyst"

May 22, 2026

Angela Harmantas

Workday raises profit guidance after strong Q1 report

May 22, 2026

Emily Jarvie

EnWave signs technology evaluation deal with global food giant, reports Q2 results

May 22, 2026

Angela Harmantas

Palo Alto Networks customers show confidence in AI security strategy at Ignite On Tour event, Jefferies says

May 21, 2026

Angela Harmantas

Workday execution risk flagged by Jefferies ahead of quarterly earnings

May 21, 2026

Emily Jarvie

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