Anthropic Claude Code is leading a shift away from manual code, favoring agentic AI. Agentic AI demands more CPU computing power, which fits Arm's strength. Arm just saw data center royalty revenue ...

Anthropic Claude Code is leading a shift away from manual code, favoring agentic AI. Agentic AI demands more CPU computing power, which fits Arm's strength. Arm just saw data center royalty revenue ...

The so-called "SaaSpocalypse," or the sharp sell-off in software stocks in recent days, didn't happen in a vacuum. Investors are responding to a real threat from AI start-ups like OpenAI and Anthropic ...

A new variation of the fake recruiter campaign from North Korean threat actors is targeting JavaScript and Python developers ...

Linde (LIN), a global industrial gases and engineering company supplying oxygen, nitrogen, hydrogen, and specialty gases to customers across manufacturing, healthcare, electronics, energy, and ...

Not many things are unstoppable. Even Superman can be stopped with Kryptonite. Still, when it comes to investing and stocks, some stocks are far more unstoppable than others. Characteristics of such ...

Anthropic's launch of new AI productivity tools spooked investors. The worries hit a wide swath of software and data service companies. Among the worst-hit companies on the Nasdaq were Thomson Reuters ...

Artificial intelligence (AI) is reshaping how enterprise software platforms are deployed. Palantir's growth suggests the company's AI platform is capturing accelerating interest in the enterprise ...

Cadre Holdings, Inc. (CDRE), a provider of protective gear and equipment for law enforcement and nuclear markets, has gained 30% since my last report, sharply outperforming the S&P 500’s 6.2% gain. In ...

While institutional capital often aligns itself in the possible safety of Nifty 50’s big names, some of the lesser-known engines of alpha are found in the market’s less visited corners. As investors ...