Big Tech is in the midst of an M&A spree in the AI space, and ServiceNow’s recent acquisition of the data analytics software ...
FPA Source Capital examines Microsoft's high valuation and the growth required to justify its 30x multiple. Read the full analysis for more details.
Following Anthropic's (ANTHRO) product event, Wedbush (IVES) said that competition risk to software is overblown.
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