Nvidia Stock Is Losing Its AI Halo. Why This Analyst Sees a Buying Opportunity.

Nvidia stock has largely moved sideways for three months but RBC Capital Markets analyst Srini Pajjuri is backing a new rally ...

Anthropic’s Claude Cowork is a fresh drag on software stocks. Are investors overreacting?

Anthropic’s new tool has some on Wall Street even more fearful that traditional software will become obsolete. Others see a ...

The AI powered path to Tech Simplification and Tech Debt Management in BFSI

Continuous tech-debt monitoring & governance Tech debt removal is typically reactive and ad-hoc exercise. AI can help run periodic scans, update debt scores, and feed insights into tech governance ...
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Goldman Sachs Software Stock Picks 2026: Microsoft and Oracle Lead

Goldman Sachs rates Microsoft, Oracle, ServiceNow as Buy and Adobe, Datadog as Sell in new software sector coverage for 2026 ...