The evolution of data architecture is accelerating. In 2025, 85% of DBTA subscribers reported plans to modernize their data platforms—driven largely by the explosive rise of GenAI and large language ...
AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.
Hackers claim to have breached LexisNexis cloud systems, leaking records tied to 400K users, including .gov accounts, enterprise customers, and internal credentials.
The future of decentralized finance (DeFi) has gone beyond just smart contracts with the mass adoption of artificial intelligence (AI). There is now a growing ...
Thanks, everyone, for joining us at Day 1 of the Morgan Stanley TMT Conference. My name is Katie Keyser. I'm on the software research team here at Morgan Stanley. Super excited to be joined by the ...