India’s tax laws are adapting to platforms, creators, and cross-border digital services. This piece explains how income-tax provisions, equalisation levy, and GST rules attempt to capture digital ...

A staged roadmap turns pilots into lasting capability. Starting with low-complexity, high-impact use cases and scaling with human-in-the-loop governance helps procurement teams build trust, improve ...

The Software-as-a-Service (SaaS) sector has dropped 30% in the last 90 days and is still gushing blood. The selloffs over ...

In Q1, we delivered adjusted earnings from operations and adjusted diluted earnings per share in line with our expectations. We were pleased with the continued hardware momentum led by commercial and ...

As market sentiment sours, prominent technology leaders are publicly challenging the "death of software" thesis. Nvidia CEO Jensen Huang recently dismissed the idea that AI will replace software tools ...

Cyient, Birlasoft, Cigniti Technologies, eClerx Services and Tata Technologies were down between 4 per cent and 6 per cent in ...

Before Palantir’s comments on ERP transformation, Motilal Oswal Financial Services estimated that nearly 30–40% of IT ...

R Srikrishna, CEO & Executive Director, Hexaware Technologies, said AI may cause pricing deflation in traditional services, but expects new AI-led services, such as legacy modernisation and software ...

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

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

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

Strong Buy case with recurring revenue, AI monetization, buybacks, and margin growth. Click for more on ADBE stock.