It's true that the world was overly flooded with "software-as-a-service" companies over the past fifteen years. The question ...

The writing is on the wall as AI companies race to add vertical functionality Software stocks have taken a beating over the ...

Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compound ...

SaaStr Annual 2025 is just around the corner, and it’s shaping up to be another massive event for anyone in the SaaS world. It’s where founders, leaders, and investors all gather to talk shop, share ...

This article forms one part of a broader decision framework for evaluating whether patent or trade secret protection is appropriate for AI ...

Medtronic's Hugo robotic surgery system has been approved in the U.S. for urologic procedures. The company is also a leader ...

Many people would love to invest in robotic surgery leader Intuitive Surgical, but its shares are rather steeply valued now, with a recent forwardlooking price-to-earnings (P/E) ratio of 54.

Software shares plunged on Thursday, even after some of the biggest names in the industry reported positive earnings.

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According to Vembu, the pain in software stocks is overdue. “I don’t see why any mature software company should trade at 30-40 price-to-earnings multiples,” he wrote, adding that valuations of 10 to ...

Cloud computing is rarely front-facing, but at the same time, it underpins a lot of data-intensive and scalable digital ...