Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The market turned volatile ...

There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

Anthropic introduced a new product that sent shivers through the software sector.

ServiceNow’s stock has lost 8.3% of its value in the week ending March 12, according to Google Finance. However, the company’s shares have recovered some ground — rising about 7.3% since ServiceNow’s ...