A tectonic shift is underway, splitting the technology landscape into two camps: the builders of AI infrastructure and the sellers of software that runs on it. According to analysts at UBS, over half ...
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Here’s Why ServiceNow (NOW) Traded Lower in Q1
Impax Asset Management, an investment management company, released its “Impax US Sustainable Economy Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. US large-cap ...
The firm cited a notable pullback in spending by U.S. federal agencies. Specifically, the Department of Government Efficiency (DOGE) has been aggressively canceling federal software contracts in early ...
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