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How Red Hat Quietly Built a Moat Wall Street Missed

How Red Hat Quietly Built a Moat Wall Street Missed

Red Hat built a massive business moat through a unique open-source model that many analysts overlooked until its landmark $34 billion sale to IBM.
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Sumo Logic's Most Profitable Era Came From One Strategic Bet

Sumo Logic's Most Profitable Era Came From One Strategic Bet

How a single, early bet on cloud-native architecture positioned data analytics firm Sumo Logic for its eventual $1.7 billion acquisition.
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AI Integration Forces Redesign of Business Models Amid Rising Customer Expectations

AI Integration Forces Redesign of Business Models Amid Rising Customer Expectations

AI Integration Forces Redesign of Business Models Amid Rising Customer Expectations
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The Real Reason Terraform Was Designed the Way It Was

The Real Reason Terraform Was Designed the Way It Was

Terraform dominates cloud infrastructure, but it wasn't an accident. We explore the core philosophy and historical context that shaped its design.
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How Lyft Quietly Built a Moat Wall Street Missed

How Lyft Quietly Built a Moat Wall Street Missed

Lyft's recent financial turnaround wasn't luck; it was the result of a deliberate strategy focused on profitability that most analysts overlooked.
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Snowflake stock gets a bold AI call from Wall Street

Snowflake stock gets a bold AI call from Wall Street

Snowflake (SNOW) wants to convince Wall Street its next act is larger than cloud data storage. Bank of America seems to be buying the pitch. BofA Securities came out more bullish on Snowflake after the company’s investor day, reiterating a Buy rating and $300 price target. That estimate suggested ...
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How Dark Horses Use Chaos Better Than Big Teams

How Dark Horses Use Chaos Better Than Big Teams

Discover the strategic advantages that allow smaller, underdog companies to outmaneuver industry giants during times of uncertainty and disruption.
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What RISC vs CISC Looks Like Inside a Production System

What RISC vs CISC Looks Like Inside a Production System

A look at the real-world differences between RISC and CISC processors, from Apple's M-series MacBooks to servers running in an AWS data center.
TheStreet TheStreet
Elon Musk reveals his grand ambitions for SpaceX ahead of IPO

Elon Musk reveals his grand ambitions for SpaceX ahead of IPO

SpaceX is days away from one of the most anticipated initial public offerings in stock market history. The company is expected to price on June 11 and begin trading on June 12 at a valuation of approximately $1.75 trillion, which would make it the most valuable IPO ever completed. Before the ...
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If Akamai's Story Fascinates You, Study These 5 Companies Next

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

Fascinated by Akamai's role in powering the internet? Explore five other essential tech companies, from Cloudflare to Equinix, that form its invisible backbone.
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Why Senior Engineers Disagree About AWS history

Why Senior Engineers Disagree About AWS history

Explore the conflicting origin stories of Amazon Web Services and why the engineers who built it can't agree on how it really began.
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Bandwidth Appoints Kimberly McLachlan as Chief Revenue Officer to Drive Growth

Bandwidth Appoints Kimberly McLachlan as Chief Revenue Officer to Drive Growth

Bandwidth Appoints Kimberly McLachlan as Chief Revenue Officer to Drive Growth