From software exits to real asset overweights, James Rodda explains the trades, risks and themes shaping Antipodes’ portfolio ...

Determining the intrinsic value of a business is the heart of our research process. Intrinsic value represents the amount that a buyer would pay to own a company's future cash flows. We seek to invest ...

Fortune asserts: “The AI era has arrived, and every company must become a digital company in some capacity. What stands out among this year's 100 Best Companies to Work For is their ability to rebuild ...

Building an agentic AI strategy that pays off - without risking business failure ...

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Salesforce Inc. today launched Agentforce Operations, an artificial intelligence system designed to extend specialized AI ...

Want to update Salesforce without the user interface? Want to use your favorite crusty AI agent? Now it's all possible ...

Salesforce Inc. said today it’s trying to break down the siloes that separate enterprise’s customer relationship management ...

“This is the story of Larry forever,” says Kedrosky. “Whenever he left to go sailing, he’d say, ‘This company’s not as much ...

Cognex Corporation (NASDAQ: CGNX), the global technology leader in industrial machine vision, today reported financial results ...