Tag: SHOP
-
4 Companies Using AI to Replace Enterprise Software
Enterprise software vendors have a new competitor. A handful of public companies are now using AI to replace enterprise software they’ve licensed for years, treating the shift as a way to squeeze cash out of the balance sheet rather than just a productivity story. Most of the AI-and-jobs conversation focuses on headcount. That narrative is…
-
3 Stocks with Earnings Growth to Support a High Valuation
In a perfect world, we’d only buy stocks with low valuations and above-average earnings growth. But spoiler alert…the market doesn’t care about our ideas of perfection. That presents the question of what to do with stocks with a lot to like except for that pesky valuation thing. As with most things in the market, the answer depends on the stock. The market is slumping because…