The market is discounting future free cash flows of SaaS companies because autonomous AI agents threaten their business models.

In the AI era, insurance can’t risk shared infrastructure, so we went single-tenant — and it turned isolation into a growth advantage.

NICE Ltd. (NASDAQ:NICE) Q4 2025 Earnings Call Transcript February 19, 2026 NICE Ltd. beats earnings expectations. Reported ...

Heard of QuitGPT? The market for AI tools is better contested today, with users switching as mass models converge in capability. Specialized offerings have emerged too: AI agents like Anthropic’s now ...

Q4 results beat estimates, while analysts noted that AI is setting the stage for durable growth in fiscal 2027 for the ...

The deal positions Snowflake to compete with Databricks in AI while giving OpenAI enterprise distribution beyond Microsoft’s ecosystem.

"The big model makers want to create a world in which all of the data for all of the enterprises is easily available to them, ...

When AI agents commenced performing intricate tasks such as legal research and document drafting, investors swiftly grew concerned that traditional software might become redundant. However, that ...

Snowflake and OpenAI have announced a multi-year, $200 million partnership that will make OpenAI models available on Snowflake's platform.

Investors continue to debate why software stocks have taken a beating. The real reason may be incredibly simple.