Tech & Software
St. Gallen Appoints AI Leadership Scholar Amid Swiss University Strategy Overhaul
The question of how artificial intelligence is reshaping leadership and workplace culture has moved from conference rooms into the heart...
Microsoft Navigates a Mixed Bag: Starbucks Goes DIY While OpenAI Reaffirms Its Role
The software giant found itself caught between two very different narratives this week. On one side, Starbucks — a long-standing...
The $43 Billion Bet That Lives and Dies by Headlines
Nebius has become a case study in what happens when a company’s valuation hinges on both breakneck execution and the...
SAP’s Austerity and Antitrust Truce Fail to Stem Stock Slide as AI Costs Mount
SAP is fighting a battle on two fronts: it has just settled a long-running antitrust dispute with Brussels over its...
Ondas Holdings: A Six-Month Lock-Up Window to Validate the DZYNE Bet
Ondas Holdings has closed its massive acquisition of DZYNE Technologies for $875.8 million, simultaneously hoisting its full-year 2026 revenue forecast...
Microsoft Faces a ‘Prove It’ Moment as AI Spending Surges and Margins Contract
The bull case for Microsoft has rarely looked more compelling—or more contested. Analysts see a near-$600 price target in the...
ServiceNow’s Transformation: From SaaSpocalypse Victim to AI Agent Infrastructure Contender
Not long ago, ServiceNow looked like a textbook casualty of the artificial intelligence revolution. The logic was straightforward: if AI...
IBM’s Infrastructure Gambit Nears Its Moment of Truth
For years, International Business Machines was written off as a tech relic, a company that had missed the cloud revolution....
Between a Sector Rout and a 6-Gigawatt Deal: AMD’s AI Narrative Hangs in the Balance
The semiconductor sector is caught in a peculiar storm: stellar earnings are being punished instead of rewarded, and the market's...
ServiceNow’s Sector Rotation Rally Faces a cRPO Reality Check on July 22
The rotation trade that briefly lifted ServiceNow shares is already showing signs of fragility. After riding a wave of capital...
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