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If Broadcom's Story Fascinates You, Study These 5 Companies Next

If Broadcom's Story Fascinates You, Study These 5 Companies Next

Broadcom's strategy of acquiring and optimizing companies is not unique. Here are five other firms that have mastered a similar playbook.
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How Oracle Survived a CEO Crisis That Should Have Killed It

How Oracle Survived a CEO Crisis That Should Have Killed It

When Oracle's co-CEO Mark Hurd died suddenly in 2019, the company faced an existential threat. This is the story of how it navigated the crisis.
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Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers

Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers

Morgan Stanley Issues Warning on AI Investment Financing Gap for Hyperscalers
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AI agents create new problem for enterprise software

AI agents create new problem for enterprise software

Enterprise software built its business around human users. AI agents are about to change that assumption entirely.
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Morgan Stanley Reports Software Stocks, Including Palo Alto Networks, Under-Owned by Institutional Investors

Morgan Stanley Reports Software Stocks, Including Palo Alto Networks, Under-Owned by Institutional Investors

Morgan Stanley Reports Software Stocks, Including Palo Alto Networks, Under-Owned by Institutional Investors
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Why Atlassian Spent Heavily on a Bet Nobody Else Would Make

Why Atlassian Spent Heavily on a Bet Nobody Else Would Make

Atlassian's decision to end its popular on-premise software and go all-in on the cloud was a risky, expensive move that baffled many in the industry.
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5 Books to Read If You Love the VMware Story

5 Books to Read If You Love the VMware Story

Explore five essential books that echo the themes of disruption, innovation, and corporate strategy that defined VMware's iconic journey in tech.
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Marvell gives Google option to buy $12.2 billion stake in custom AI chip deal

Marvell gives Google option to buy $12.2 billion stake in custom AI chip deal

By Anhata Rooprai Aug 19 (Reuters) - Marvell Technology will help develop Google's in-demand custom chips and has offered the search giant the right to buy a potential $12.2 billion stake, the latest deal in which Big Tech is investing in the suppliers powering its AI build-out.
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State Street Corporation Executive Warns Rising Bond Yields Could Impact AI Sector Valuations

State Street Corporation Executive Warns Rising Bond Yields Could Impact AI Sector Valuations

State Street Corporation Executive Warns Rising Bond Yields Could Impact AI Sector Valuations
TheStreet TheStreet
Market pullback ahead? Dryden Pence says buy these stocks on a dip

Market pullback ahead? Dryden Pence says buy these stocks on a dip

Dryden Pence, CIO of Pence Capital Management explains why he sees a pullback ahead—revealing the stocks he’d add on a dip.
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Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase

Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase

Morgan Stanley Warns of Widening Financing Gap for AI Hyperscalers Amid Capital-Intensive Phase
TheStreet TheStreet
Stop waiting for a dip — Fundstrat’s Mark Newton on stocks to buy now

Stop waiting for a dip — Fundstrat’s Mark Newton on stocks to buy now

Transcript: CAROLINE WOODS:Let's kick off the week with some technical perspective. Mark Newton is global head of technical strategy at Fundstrat and joins us now. Mark, great to have you at the desk. Thanks so much for being here. MARK NEWTON:Great to be here. CAROLINE WOODS:All right. So stocks ...