Browsing Tag
Gartner
13 posts
SanDisk (SNDK) rallies 7.6% on AI NAND supercycle, $42bn backlog anchors thesis
SanDisk (SNDK) rallies 7.6% on AI NAND thesis, $42B backlog validates supercycle. SK Hynix Nasdaq listing July 10 tests scarcity premium ahead of Aug earnings.
The chatbot era is ending. Here is where Spyne sees the next dealership AI battle
Spyne’s Q2 2026 analysis argues that affordability, constrained used-vehicle supply and fragmented dealer data are pushing artificial intelligence from isolated tools into connected retail execution. The larger implication is that disciplined workflows, rather than AI novelty, will determine whether dealerships gain margin or merely add another software bill.
SAP Q1 2026: Cloud revenue surges 27% as Klein defends AI story against a halved stock
SAP cloud revenue jumped 27% in Q1 2026, but the harder question is whether one quarter can rebuild conviction in a stock down 48% from peak.
HCLTECH near 52-week low after Q4 miss — what the FY27 guidance is really telling the market
HCLTech Q4 FY26 results analysed: $620M AI revenue, margin compression, FY27 guidance and what HCLTECH's near 52-week low signals. Read more.
NOW stock down 35% YTD as ServiceNow completes largest acquisition to date: Is the Armis deal worth the price?
ServiceNow closes $7.75bn Armis deal, adding cyber asset intelligence to its AI platform. What this means for enterprise security and NOW stock. Read more.
RSA 2026: Airrived launches AetherClaw to make agentic AI production-ready for regulated enterprises
Airrived launches AetherClaw at RSA 2026 to deliver governed agentic AI execution for enterprise security. Read the full analysis of what this means for security buyers.
The ERP-WMS gap just closed: What IFS Softeon means for warehouse technology incumbents
IFS completes its Softeon acquisition, launching IFS Softeon to unify ERP and WMS under Industrial AI. What this means for supply chains and competitors. Read more.
G2 to acquire Gartner’s review sites in move to dominate software discovery
Find out how G2’s acquisition of Capterra, Software Advice, and GetApp from Gartner could transform AI‑driven software buying and vendor demand globally.
Gartner names Pega a leader in business orchestration and automation technologies for 2025
Find out how Pegasystems earned Gartner’s 2025 leadership title for business orchestration and automation technology—and what it means for enterprise AI.
Ironclad and Harvey forge AI legal tech alliance to streamline contract workflows and compliance
Ironclad and Harvey partner to integrate AI legal insights with automated contract workflows, aiming to speed compliance and reduce legal risk.