₹2 Lakh Crore IT Stocks Wiped Out: What Are Anthropic's New AI Plugin Tools & Why Did They Trigger India's Worst Tech Selloff Since COVID

The Rs. 2 lakh crore wipeout serves as a stark warning that the AI revolution has moved from experimentation to execution. Indian IT firms now face a critical juncture: evolve from being labour ...

Oracle In Transition: Investor Prize Or Awkward Proposition?

Oracle is executing a transformation that leverages its database core while supplying data center infrastructure. Read what ...

Energy, Infrastructure, And Industrials - My Favorite Places To Invest For The Next Decade

Market leadership is shifting from AI to hard assets and scarcity-driven sectors like energy, infrastructure, and industrials ...

Varonis Systems, Inc.: Varonis Announces Fourth Quarter 2025 and Full-Year 2025 Financial Results

Annual recurring revenues increased 16% year-over-yearSaaS ARR, excluding conversions increased 32% year-over-yearSaaS ARR as a percentage of total ARR was approximately 86%Year-to-date cash from oper ...