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InsightsOpenAI's SaaS attack has begun. Here are the companies in the firing lineSoftware rivals are already taking a hit on the stock market. HubSpot shares plunged 10% on Tuesday, while DocuSign slumped 12% and ZoomInfo fell 6%. Salesforce fell more than 3%, leaving it down 28% for the year so far.
InsightsPrivate equity owner of MRI Software target sale or IPO at $10 billion valuationAny deal for MRI Software, which could happen within the next 12 months, is expected to value the software maker at up to $10 billion including debt, the sources said, requesting anonymity as the discussions are confidential.
InsightsCathie Wood says the AI race has already shrunk to the 'Big 4' key playersThe 69-year-old investor said OpenAI, Anthropic, Elon Musk’s xAI, and Google’s Gemini are competing for dominance—and the competition is fierce. She noted, ultimately, the four current competitors could be narrowed down to two.
InsightsAn $800 Billion Revenue Shortfall Threatens AI Future, Bain SaysArtificial intelligence companies like OpenAI have been quick to unveil plans for spending hundreds of billions of dollars on data centers, but they have been slower to show how they will pull in revenue to cover all those expenses.
InsightsMeta Pushes Into Power Trading as AI Sends Demand SoaringMeta Platforms Inc. is moving to break into the wholesale power-trading business to better manage the massive electricity needs of its data centers.
InsightsBofA’s Hartnett Says Magnificent 7 Stock Bubble Is Still GrowingA BofA team led by Michael Hartnett studied 10 equity bubbles since the start of the previous century, finding that these periods of extreme overvaluation produced average trough-to-peak gains of 244%.