Uber Technologies (UBER) just rolled out in app hotel bookings with Expedia and deepened its autonomous fleet work through a ...
Array Technologies (ARRY) has drawn fresh attention after appointing Charlie Wickersham as Senior Vice President of Technology, placing its hardware roadmaps and SmartTrack software at the center of ...
The maker of Claude has received multiple pre-emptive offers at valuations in the $850 billion to $900 billion range, ...
The two wildly fast-growing rivals have raised massive sums, pushed into each other's home turf, and now have dueling ad ...
Savita Subramanian, head of equity and quant strategy at BofA Securities, is warning of a potential valuation reset for mega-cap technology companies (VGT), (IYW), (XLK), (MAGS) despite projecting ...
TTM Technologies (TTMI) beat Q1 EPS and raised Q2 guidance, but a 47x FY26 P/E prices in growth—read why it’s a Hold and wait ...
Michael Burry of The Big Short fame has taken quite a hit in recent sessions, with shares of Nvidia (NASDAQ:NVDA | NVDA Price ...
The week was abuzz with tech news, particularly revolving around Apple Inc. (NASDAQ: AAPL). From the potential value of Apple’s AI to Mark Zuckerberg’s consultation with Tim Cook, there’s a lot to ...
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Magnificent seven are cracking – Goldman sees a tech value opportunity that hasn't existed since the 1970s
The consensus trade of the last decade — long Magnificent Seven, long AI capex winners — is breaking down. For the first time in a generation, Goldman Sachs analysts highlighted that the technology ...
In a technology M&A deal, whether you are acquiring or selling a tech or software business, valuation rarely hinges on a single dimension. Financial performance, growth efficiency, and cash flow ...
The fact that cloud costs, technical debt and product complexity have been rising faster than revenues has been a well-known aspect in the context of acquisitions. What AI has done has thrown a ...
Savita Subramanian, head of equity and quant strategy at BofA Securities, is warning of a potential valuation reset for mega-cap technology companies (VGT), (IYW), (XLK), (MAGS) despite projecting ...
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