Samsara (IOT) analysis: why SaaS multiple compression may be overdone, switching costs & AI upside, plus catalysts and ...

Atlassian (NASDAQ:TEAM | TEAM Price Prediction) drew a split verdict from Wall Street after Q3 FY2026 results. Barclays ...

VLC’s adaptability extends beyond media playback to include various recording capabilities.

Workday (WDAY) faces AI disruption risks to HCM and per-employee pricing as margins tighten and growth slows—see FY27 ...

Advances in artificial intelligence mean today’s wearables can generate meaningful insights, not just create streams of data ...

The gold standard of smartphone industry research is CounterPoint. It recently released its report on global first-quarter ...

A boom in commercial satellites has flooded the market with imagery, but for military users the challenge has shifted from scarcity to access. Getting the right data at the right time still often ...

Veeva Systems (VEEV +10.08%) joins the S&P 500 on May 7. The news, which came out on April 30, drove the life sciences cloud ...

Given that the stock is currently trading at a high P/E ratio in triple digits, ongoing growth is essential—along with ...

The Newgen Software Technologies share price jumped 11% after announcing strong full-year and Q4 results. The share price ...

Female founders aren't ignoring AI; they're making deliberate decisions about where it delivers tangible return.

Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here. In Q1 2026, Riverwater Partners ...