Salesforce (CRM) just reported its Q1 FY27 earnings. Going into the print, I thought that even a clean beat on revenue and EPS probably would not have shielded the stock from selling off. What ...

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In a recent presentation, Thoma Bravo noted that SaaS stock fundamentals have moved in the opposite direction from their valuations. It noted that fundamentals are improving with about 20% annual SaaS ...

Another year passes. I was hoping to write more articles instead of just these end-of-the-year screeds, but I almost died in the spring semester, and it sucked up my time. Nevertheless, I will go ...

SoundHound has a huge opportunity in voice-powered AI agents. Salesforce stock looks washed out, and it also has a strong potential growth driver with AI agents. Once deemed an AI loser, Snowflake has ...

Diagnostic pathology reports are crucial for accurate identification of disease (or lack thereof), yet due to the unstructured nature of these reports, they are not easily consumable by promising ...

A critical task in oncology is extracting information related to cancer metastasis from electronic health records. Metastasis-related information is crucial for planning treatment, evaluating patient ...