Comparing the two stocks’ valuations, Oracle currently trades at a higher forward 12-month price-to-earnings (P/E) multiple of 20.24 compared to Salesforce’s 14.53. This suggests investors are paying ...
Fragmented SaaS ecosystems are colliding with the rise of agentic AI and forcing a rebundling toward AI-native, unified ...
CX platforms process billions of interactions yearly — but no security tool monitors what their AI engines ingest. Six blind ...
Nitya Bathula is driving a new approach to software creation at D3E Studio, where applications are built through AI, visual ...
The Database Management System (DBMS) market is primarily driven by the rapid growth of data generated across enterprises, ...
ERP systems, best logistics ERP software, ERP comparison distribution, supply chain ERP systems, distribution management ERP, logistics software review, ERP selection tips, top distribution ERP ...
If you are befuddled by the recent mayhem on Wall Street, here is a simple explanation: Investors now believe that AI agents like those being developed by start-ups such as Anthropic and OpenAI are ...
Duolingo is misunderstood in the current SaaSpocalypse selloff; AI agents do not threaten its business model or pricing. DUOL’s moat lies in its data dominance, addictive engagement features, and ...
Big Tech’s $700B AI CapEx boom: why Meta, Microsoft, Amazon & Alphabet may win long term. Learn why SaaS like Salesforce & FactSet face risk.
Speculators who kept calling for an artificial intelligence bubble to pop missed the disruption it is causing in many markets. In particular, the gaming industry must contend with AI writing code to ...