Software
Private credit investing in the age of AI
Objective is not to forecast technological winners, but to understand how innovation interacts with leverage, capital structure and cash-flow durability
Will AI eat SaaS for lunch?
Citrini’s doomsday thesis assumes a frictionless world. But the real world is not
‘SaaS-pocalypse’ revisited: Three fears answered
Such software companies are not out of the woods, but the ones that thrive are those that fix customer pain points
AvePoint eyes US$100 million in acquisitions to fast-track US$1 billion revenue target
The data protection firm is also considering more stock buybacks and expanding its headcount
Adobe CEO to step down in face of investor concerns over AI
Shantanu Narayen will remain in the position until a successor has been appointed
Atlassian CEO cites AI shift when announcing plan to shed 1,600 jobs
The company expects to incur about US$230 million in expenses such as severance costs due to the cuts
Middle East war jolts oil, dollar gains, Asia tech winners emerge
Geopolitics vs. economics - Middle East conflict drives oil prices and stagflation fears; the safe-haven dollar rises, challenging gold.
AI euphoria: reality check hits the software market
Amid tech stock struggles and 'Software-mageddon' fears, we examine if Nvidia's results will soothe anxieties, also Asia’s chip rally and Japan’s spending risks.
C3.ai to cut 26% of workforce following CEO transition
The software firm has posted a series of underwhelming earnings results
