Senior equity research analyst, Dan Ives, covering the technology sector at Wedbush Securities doubles down on software amid ...

Dan Gallagher is a columnist for The Wall Street Journal’s Heard on the Street, where he covers the technology and media ...

The feedback shows continued strength in capital expenditures tied to AI projects, even amid tariff concerns and broader economic volatility. The AI revolution has entered its enterprise-use phase, ...

Palantir reports 36% YOY revenue growth in Q4 2024, projects 31% in 2025 driven by AI and gov contracts. Read why I maintain ...

With earnings season kicking into high gear, one of the early themes has been that spending on artificial intelligence is not ...