Software & Services

Salesforce’s 2025 AI and security push could spark a 2026 turnaround—examining Regrello, Agentforce, OAuth risks and talent incentives for investors.

How Cognizant balances U.S. visa‑tax scrutiny with a 92K‑sq‑ft Mumbai expansion, and why integrated compliance‑and‑real‑estate strategy matters for tech services.

Cadence Design Systems dominates 32 % of global EDA, driving AI chip design and 27 % stock growth—boosting time‑to‑market, margins, and future‑proofing for IT leaders.

Explore Datadog’s observability platform, AI‑driven growth, and market risks – a deep dive into revenue, margins, and regulatory challenges for investors.

Discover how CrowdStrike’s AI‑driven security platform, partner strategy and regulatory challenges shape its growth and margin risks in today’s cyber‑security market.

Shopify faces a CRA data‑retention order while releasing Q2‑2025 earnings transcripts, sparking debate over AI‑driven growth and long‑term valuation.

Nemetschek SE’s steady share price and cloud‑first BIM strategy underscore its strong growth prospects, cost discipline, and global reach—key insights for IT leaders eyeing digital construction.

CyberArk’s new $20 M institutional stake highlights the company’s stable recurring revenue and growing role in privileged access management, positioning it for long‑term growth amid rising cyber‑security demands.

ServiceNow’s $7.75 B Armis buy unites workflow automation with device‑first security, aiming to give enterprises a single, cloud‑native platform for seamless operations, Zero Trust, and real‑time threat intelligence.

Datadog’s unified observability platform drives 30 % MTTR reduction, fuels 28 % revenue growth, and positions the company as a top early‑year momentum stock for cloud‑native investors.