Software & Services

Palantir’s Q2 beats expectations, boosts margins, and raises full‑year revenue outlook—backed by new U.S. government contracts and an Armada partnership that fuels data‑soviet AI growth.

Nemetschek SE sees modest short‑selling activity—3.6% of shares—yet solid 12.5% revenue growth and 68% gross margin keep volatility low, guiding IT leaders on vendor risk.

IBM’s latest SEC filings reveal how institutional ownership drives its cloud, AI, and quantum strategy, shedding light on tech trends and regulatory transparency.

Microsoft’s cloud & AI growth fuels robust FY‑25 earnings, but EU Digital Markets Act risks could trim Azure margins—yet proactive compliance and Copilot expansion promise upside.

Discover how ServiceNow’s stock grew 700%+ in a decade—learn the hidden gains, market impact, and why early investors reaped huge returns.

Oracle’s debt‑heavy AI data‑centre push is sparking credit‑market jitters. Discover how the company’s expansion could hit ratings, bonds, and future cash flow.

Circle pushes for lighter EU stablecoin reserve rules while partnering with 21X to launch regulated tokenised securities, reshaping crypto‑asset compliance and market efficiency.

CoreWeave’s recent insider buying shows a subtle rise in ownership concentration—what does it mean for governance, valuation, and cloud‑service competition?

PTC India’s 27th AGM went virtual, approving audited 2025‑26 statements, a dividend, and auditor re‑appointment while sparking debate over board composition.

Citadel’s collective 4% stake in IREN Ltd. disclosed in a SEC Schedule 13G reveals how a major trading firm diversifies into high‑growth tech, balancing exposure while staying non‑controlling.