What Happened? A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.

MongoDB (MDB) boasts strong fundamentals, impressive revenue growth, and a dominant Atlas cloud platform now driving 75% of ...

MongoDB has delivered strong results in recent quarters, with customer acquisition and Atlas growth both accelerating. Find ...

AWS's big consulting arm, ProServe, is shifting to outcome-based pricing, and reorganizing around AI agents the company calls "digital employees." ...

We’re entering a new phase where services are delivered through scalable logic. This shift demands modern monetization infrastructure.

Just as cloud-native vendors flooded the market a decade ago, we may be on the cusp of a new wave of AI-based applications. Here's why that could be a very good thing for small businesses.

AppLovin shares have lost nearly half their value, overshadowing record revenue and 84% EBITDA margins due to an active SEC ...

Chase Coleman is part of a group of investors known as Tiger Cubs, who worked for the legendary investor Julian Robertson in the 1990s. In the fourth quarter, Coleman's fund, Tiger Global Management, ...

Anthropic positioned its products as additive, rather than threatening, to existing software providers, analysts said.

The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices among ...

Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”. A copy of the letter can be downloaded here.

Shares of database platform company MongoDB (NASDAQ:MDB) fell 13% in the afternoon session after the White House announced ...