Software & Services

Constellation Software’s board re‑election and new PEMS strategy show steady governance, long‑term minority ownership, and a focused vertical‑market software play that could reshape tech acquisition models.

Nemetschek’s recent share dip follows a strategic HCSS tie‑up and Thoma Bravo’s private‑equity moves, spotlighting consolidation, AI resilience, and long‑term value in construction software.

Salesforce’s 2026 fiscal‑year results show 5.4 % revenue growth driven by Platform, Service Cloud and AI‑enabled Einstein, with margin expansion and a shift to higher‑margin, value‑added services such as advanced analytics and digital experience des…

Microsoft’s Q1 2026 surge amid Gates Foundation’s divestiture and Pershing Square’s buy‑back shows why AI‑powered cloud and Office 365 keep IT leaders bullish on the company.

Zscaler’s market resilience amid NASDAQ 100 volatility shows that cloud‑centric zero‑trust security can outperform even in a down‑trending tech index, driven by strategic AI‑security partnerships and subscription growth.

Berkshire Hathaway’s 13‑F shows a bold pivot: heavier tech stakes, new media and travel positions, and a clear shift from legacy value holdings.

Workday’s modest 1.4 % rise amid a NASDAQ 100 dip signals steady demand for its subscription‑based HCM and FM cloud platform, even as hedge funds shift focus and regulatory disclosures clarify trading practices.

Insider sales at CrowdStrike (CRWD) on May 13–14, 2026 show routine 10 b‑5‑1 trades by CEO George Kurtz, Director Sameer Gandhi, and Potomac Investments. Despite slight price dips, the filings confirm stable holdings, no control shift, and analysts …

Nemetschek’s modest 2 % dip in mid‑May shows market volatility, not a business decline, as construction‑software tools like BIM stay resilient to AI, driving growth and investor interest.

Discover how SAP’s Reltio acquisition and n8n investment fuel its AI‑driven cloud growth, uniting data management and autonomous processes for a future‑proof enterprise platform.