The AI boom is Raising the stakes for capital allocation
As AI lowers execution costs, capital allocation, strategic judgment, and scenario planning become greater sources of competitive advantage.
Yahoo3 gün önceIT
3 Earnings Winners Setting Up for Another Leg Higher
Okta, Gartner and Salesforce all crushed earnings, demonstrating strong business, and now stock price momentum.
Yahoo3 gün önceIT
Baron Generational Growth Fund Q2 2026 Portfolio Activity
As of June 30, 2026, Baron Generational Growth Fund owned 15 investments. The top 10 holdings represented 104.8% of the Fund's net assets (88.1% of gross assets). Read more here.
SeekingAlpha4 gün önceIT
Replica Cyber Makes High-Risk AI Automation Safe for Financial Institutions
Replica Cyber, the secure operations platform for all high-risk digital work, today announced governed AI agents running inside isolated environments designed specifically for regulated enterprises. The new architecture allows financial institutions to automate high-risk digital work: AI experimentation, investigations, including fraud analysis, threat intelligence, and dark web monitoring.
Yahoo4 gün önceIT
1 Unpopular Stock That Should Get More Attention and 2 We Find Risky
Wall Street’s bearish price targets for the stocks in this article signal serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering the hard truth.
Yahoo6 gün önceIT
GDS Stock Jumps 13% in a Month: Here's What You Should Know
GDS jumps 13% in a month as AI-led bookings, rising utilization and a heavily pre-committed expansion pipeline support growth.
Yahoo7 gün önceIT
FactSet Stock Jumps 58% in 6 Months: Here's What You Should Know
FDS' 58% six-month surge reflects repeated earnings beats, expanding cash flow and partnerships that strengthened market perception.
Yahoo14 gün önceIT
5 High ROE Stocks to Buy as Markets Sway on Intense Volatility
ALL, ANET, NLY, IT and AME stand out as high-ROE, cash-rich stocks as market volatility intensifies amid bond yield swings.
Yahoo14 gün önceIT
Gartner (IT) Stock Looks Undervalued Following Its 43% Three Year Slump
Gartner stock has had a difficult three year run, with the share price down about 43%, yet the latest valuation work now points to the shares trading at a discount to an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and on market multiples. Over the past 3 years the stock has declined around 43%, which means recent gains have come off a much lower base. Gartner's role in advising enterprises on AI adoption and governance can support long term cash flow...
Yahoo14 gün önceIT
Gartner (IT) Just Climbed, What Is Drawing Fresh Attention?
Recent commentary on Gartner (IT) has focused on rising earnings and revenue estimates for the current and next year, along with its differentiation efforts and ongoing share repurchases that are supporting a reappraisal of the stock. See our latest analysis for Gartner. The recent earnings optimism and differentiation efforts are being reflected in Gartner’s share price, with a 36.69% 1 month share price return and a 22.64% 3 month share price return, even though the 1 year total shareholder...
Yahoo14 gün önceIT
XTIUM Is Recognized in the Gartner® Magic Quadrant™ for DaaS for the Fourth Consecutive Year
TAMPA, Fla., August 20, 2026--XTIUM, a global AI-enabled managed services provider delivering secure digital workplaces, managed security, cloud, network, and unified communications solutions, has been recognized in the Gartner® Magic Quadrant™ for Desktop as a Service for the fourth straight year.
Yahoo15 gün önceIT
Embedded Finance Market Expansion Aids GDOT Amid High Investment Costs
Green Dot's B2B growth and embedded finance exposure bolster revenues, but weakness in Consumer Services and heavy investments pressure profitability.
Yahoo15 gün önceIT
Bandwidth Achieves ISO/IEC 42001 Certification for AI Management System, Reinforcing Leadership in Trusted AI Infrastructure
Bandwidth Inc. (NASDAQ: BAND), a leading global cloud communications company, today announced it has achieved ISO/IEC 42001 certification for its artificial intelligence management system. Unlike scopes limited to specific functions or business units, Bandwidth's certification comprehensively spans its products, processes and operations worldwide. This validates Bandwidth's role as the trusted, owned-and-operated communications infrastructure enterprises depend on for high-quality, production-re
Yahoo15 gün önceIT
Temenos Named a Leader in Gartner® Magic Quadrant for Retail Core Banking Systems, Europe
Temenos achieved the strongest overall position for its completeness of visionGRAND-LANCY, Switzerland, Aug. 20, 2026 (GLOBE NEWSWIRE) -- Temenos (SIX: TEMN), a global leader in banking technology, today announced that industry analyst firm Gartner has recognized Temenos as a Leader in their 2026 Gartner® Magic Quadrant for Retail Core Banking Systems, Europe.* Temenos obtained the furthest overall position for its Completeness of Vision. Gartner evaluates Completeness of Vision based on a vendo
Yahoo15 gün önceIT
BMO Capital Maintains Market Perform on Gartner, Lowers Price Target to $206
BMO Capital analyst Jeffrey Silber maintains Gartner (NYSE:IT) with a Market Perform and lowers the price target from $214 to $206.
Benzinga17 gün önceIT
Gapping S&P500 stocks in Friday's session
Wondering which stocks are making significant price gaps? Explore the S&P500 index on Friday to find the gap up and gap down stocks in today's session.
ChartMill21 gün önceIT
The 5 Most Interesting Analyst Questions From Gartner’s Q2 Earnings Call
Gartner’s second quarter results drew a positive market response, as the company delivered revenue and profit metrics above Wall Street expectations despite flat year-over-year sales. Management pointed to higher client engagement and improved retention rates across both its technology and business segments as key contributors to performance. CEO Eugene Hall highlighted mid-single-digit growth among midsized enterprise clients and noted, “Contract value growth accelerated compared to the first q
Yahoo21 gün önceIT
CBRS Q2 Earnings Beat Estimates as Cloud Revenues Surge 287%
Cerebras Systems beats Q2 estimates as core revenues jump 103%, fueled by a 287% surge in cloud services and rapid adoption of fast inference.
Yahoo21 gün önceIT
Here's Why Investors Should Hold EFX in Their Portfolios Now
Equifax's data-driven solutions, diverse client base and growth initiatives support its outlook, though seasonality and weak liquidity pose risks.
Yahoo22 gün önceIT
lakeFS Named as a Cool Vendor™ in the 2026 Gartner® Coolest Vendor Innovations in Data Management
NEW YORK, August 13, 2026--lakeFS Named as a Cool Vendor™ in the 2026 Gartner® Coolest Vendor Innovations in Data Management
Yahoo22 gün önceIT
nuVizz Advances AI-Driven Fleet Routing and Delivery Execution, Noted in the 2026 Gartner® Market Guide for Vehicle Routing and Scheduling
– nuVizz’s investment in AI-driven, customer-first systems enables automated dispatch, tracking and delivery with enhanced visibility – ATLANTA, Aug. 12, 2026 (GLOBE NEWSWIRE) -- nuVizz, a leading provider of last-mile transportation management solutions, today announced it has been named a Representative Vendor in the 2026 Gartner Market Guide for Vehicle Routing and Scheduling. nuVizz has been named iin Gartner VRS and Last Mile Delivery Technology market guides for the last 6 years. Gartner d
Yahoo23 gün önceIT