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May 6 (Reuters) - Stack Infrastructure, a data centre firm owned by Blue Owl Capital, is considering its options, including a sale of its Asia operations in a deal valued at more than $30 billion, ...
For the risk of displacement due to AI, we ultimately focus on the NZS, or non-zero sumness, of the software businesses in which we are investing. The next largest bucket of software that we own has a ...
Software stocks have sold off significantly and we’re closer to a recovery than you think. These stocks have been indiscriminately sold off due to AI fears rather than fundamental weakness, leaving ...
April 15 is just around the corner. Translation: If you haven’t filed your taxes, the clock is ticking. At-home software can make the job a lot less stressful and right now Turbotax software is on ...
The cry of “atoms, not bits!” — a phrase capturing Silicon Valley’s growing obsession with physical manufacturing over digital products — reached a fever pitch last week with word that Jeff Bezos is ...
Software stocks dropped on Tuesday after a report on new AI tools from Amazon.com Inc. rekindled the disruption fears that have roiled the sector in the past few months. Amazon’s cloud-computing arm, ...
The Pentagon says F-35s received no new combat upgrades last year, and that attempts to replace old software have stalled. Reading time 2 minutes You know how it goes ...
Oracle executives downplayed fears that AI will spell the death of software-as-a-service companies. Oracle Chairman Larry Ellison said during the company's earnings call on Tuesday that he believes ...
AI concerns are forcing a rapid reset of software stocks. But disruption rarely unfolds as fast as markets expect. Software stocks have suffered a rude awakening amid fears that artificial ...
Samsung’s Galaxy S26 trio is finally here, and as usual, the pre-order period is typically where you’re going to find the best deals for at least the next few months. If you haven’t completed checkout ...
Wall Street has been dumping software stocks over artificial intelligence disruption fears, but non-professional investors have been snapping them up. Retail trading activity in the beaten-down ...
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