The writing is on the wall as AI companies race to add vertical functionality Software stocks have taken a beating over the ...

Obsidian pointed to last summer’s breach of Salesloft Inc.’s cloud sales platform as one of the largest and most recent examples of vulnerabilities created by SaaS integrations. Attackers reused ...

Though the AI narrative is making investors wary of many software-as-a-service stocks, ServiceTitan could still have a bright ...

Rapid advances in AI coding tools are forcing developers to rethink careers as machines increasingly handle complex engineering tasks.

A minor update with major consequences. The post Anthropic Just Sent Shockwaves Through the Entire Stock Market by Releasing ...

BDCs trade at 20% NAV discounts with AI-driven credit fears in SaaS rising and non-accruals staying low. Check out ...

As SaaS applications continue to embed AI at a breakneck pace, shadow agents have become the new shadow IT that security teams need to address.Ofer Klein ...

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Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compound returns.

While still evolving, Claude Coworks plugin launch has already forced businesses, investors, and SaaS firms to confront how ...