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240 results for saas
Weekly Recap: The AI Rotation, SaaS Shakeout, and the Paradigm Shifts You Can’t Ignore
This recap is designed to zoom back out… to help you see the throughline, understand what’s really changing beneath the surface, and stay focused on…
Bitcoin’s Big Problem: It Behaves Like a Tech Stock
Today, we’ll get into why Bitcoin increasingly behaves like a risk asset rather than a safe-haven portfolio hedge. Then, I’ll share one safer, more effective…
The AI Rotation Is Happening – Here’s How to Stay Caught Up
Software stocks didn’t feel much love approaching Valentine’s Day – and no amount of flowers and chocolate today can change that. That’s why it’s important…
SaaSmageddon Is Here – and Not All Software Stocks Will Survive
An explanation of why software stocks – especially SaaS – are being structurally disrupted by AI, and how investors can identify survivors.
Moltbook Is an AI-Only Social Network – and a Warning for Software Stocks
Moltbook reveals how autonomous AI agents are building software – and why legacy SaaS models are at risk.
The Great Decoupling: How AI Is Rewriting the Labor Market
AI is driving jobless growth and wage pressure. Here’s how the Great Decoupling is shifting wealth to energy and compute.
The First AI Bottleneck Made Millionaires. The Next One Is Forming Now.
After the launch of ChatGPT, there weren’t enough chips, networking components, or infrastructure to power the AI explosion. Two companies sat at the center of this compute…
The Great Tech Dislocation – and What Happens Next
In today’s Market 360, I want to walk you through what really happened this week… why the selloff is less about extinction and more about…
Profit From What AI Can’t Get Enough Of
My colleague Eric Fry has spent decades studying how major trends play out and how investors can profit. And he says nearly everyone is looking…
Did Digital Realty Stock Just Get Stronger Thanks to Salesforce?
The bullish case for DLR stock is stronger now that Digital Realty will offer access to Salesforce SaaS applications in major metro locations worldwide.
Will Oracle Stock Go Higher In 2016? (ORCL)
ORCL does not have the thriving SaaS and PaaS business it claims, and that could mean Oracle stock is in for a long 2016.
Oracle Corporation: ORCL Earnings Will (Sadly) Probably Stay True To Form
Oracle Q2 earnings will be released on Wednesday, and ORCL investors are hoping for a trend reversal. Unfortunately, that’s not likely.
The Silver Lining Returns to Oracle Corporation’s Cloud (ORCL)
Oracle beat revenue estimates while narrowly missing earnings. Yet, with the robust growth this quarter expected to continue, ORCL looks poised for upside.
The AI Boom Is Running Into Physical Limits
AI bottlenecks drive the biggest winners. After GPUs and networking, new shortages may shape the next phase of the AI boom.
4 Software Stocks to Buy Based on SaaS Strength
SaaS is more than just a buzzword. It’s an industry sea change and its appeal underpins the bull cases for these four software stocks to…
Buy the Dip in SaaS Juggernaut Adobe Stock
ADBE Stock boasts robust fundamentals and has multiple growth catalysts in motion to bolster its business. It is worth buying.
3 High-Growth SaaS Stocks to Watch in July
Stay ahead of the curve and unleash your investment potential with our spotlight on three best high-growth SaaS stocks to watch this July.
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