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Workday (WDAY) just posted its best first quarter of new ACV (annual contract value) growth in five years, and CEO Aneel Bhusri says AI is changing the economics of enterprise software in a way that Read more…
Take-Two Interactive’s (TTWO) CEO, Strauss Zelnick, thinks that GTA VI’s blockbuster launch will be good for the entire gaming industry. “When there’s a big hit in the market, you know what it does, it energizes Read more…
Investors have had plenty of reasons to question Boeing over the past few years, but Wall Street is starting to separate the company’s defense story from its better-known commercial aviation challenges. Citi is turning more Read more…