Tag: Software
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Jim Cramer says these 2 cybersecurity stocks can keep climbing as AI threats grow
CNBC’s Jim Cramer said investors shouldn’t be scared away by the big rallies in CrowdStrike and Palo Alto, arguing their earnings can justify higher valuations.
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OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue
OpenAI CFO Sarah Friar met with investors following a week of turmoil in the C-suite that included the sudden departure of revenue chief Denise Dresser.
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Workday buyout may restore confidence in battered software valuations, analysts say
Aug 14 : Silver Lake’s potential Workday buyout could bolster battered software valuations by showing that private equity remains confident in the industry’s prospects despite fears of AI disruption, analysts and investors said on Friday.Shares of the human-resources and financial management software company
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Cramer says investors shouldn’t let past market crashes scare them out of today’s winners
CNBC’s Jim Cramer warned investors against relying too heavily on historical comparisons, arguing that doing so can cause them to miss what has fundamentally changed.
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CrowdStrike, Palo Alto hit records after Black Hat cyber conference illuminates rising AI threat
The industry’s annual Black Hat conference renewed demand for AI-powered cybersecurity tools
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EPAM cuts annual revenue forecast on weak software services demand, shares fall
Aug 6 : EPAM Systems on Thursday cut its annual revenue forecast, indicating slowing demand for its software services and sending its shares down more than 18 per cent.The company provides a wide range of IT services including consulting, cloud and AI transformation and software engineering.Here are so
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Google is expanding its AI empire — and losing the people who built it
Google’s cloud boom is testing the company’s commitment to frontier AI as commercial returns take priority.
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Jim Cramer says the market’s biggest opportunities have room for multiple winners
CNBC’s Jim Cramer said not to make the mistake of treating fast-growing industries as winner-take-all markets because multiple companies can succeed.
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Meta debuts first AI coding agent to take on Anthropic and OpenAI
Meta released its first coding agent called Muse Code as the company ramps up its investments in AI models and services to try and take on Anthropic and OpenAI.
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Jim Cramer says one hedge fund’s collapse cleared the way for tech’s rally
CNBC’s Jim Cramer said the collapse of AI-focused hedge fund Situational Awareness removed a major source of forced selling.
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