Investment management company Vulcan Value Partners recently released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The firm focuses on improving long-term ...

With version 2.0.0, the open-source CRM Twenty receives a comprehensive update. The release focuses on AI integration, ...

We purchased a new holding in the consumer discretionary sector. We also eliminated several holdings, using the proceeds to ...

The SaaSpocalypse is wrong. Long live SaaS. Eleven major SaaS companies analyzed across five dimensions — data moat, MCP, ...

Fears of AI replacing software companies have caused a 'SaaSpocalypse'. That represents a buying opportunity for discriminating investors.

These results are crucial given tech has been leading a V-shaped bounce and helping to drive a string of stock-market record highs since late March. Our call of the day from Barclays strategists led ...

Burry is famous for betting against mortgage bonds during the Great Recession.

Vulcan Value Partners Large Cap Composite returned -14.1% in Q1 2026 amid AI-driven volatility. Read the full analysis for ...

The future of customer data strategy is moving beyond traditional CDPs toward composable, AI-driven architectures with unified data, governance, and real-time activation capabilities.

So, you’re running a small business and thinking about getting a CRM. Specifically, you’ve heard about Salesforce ...

S&P 500, Microsoft Corporation, Oracle Corporation, Adobe Systems Incorporated. Read 's Market Analysis on Investing.com ...