I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...

STAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--Manufacturers are embedding digital systems in design, production and service operations to address business and technology challenges, ISG says. ...

Market Overview - The S&P/TSX composite index increased by 204.72 points, reaching 32,388.60 [1] - The Dow Jones industrial average decreased by 166.67 points, settling at 49,240.99 [2] - The S&P 500 index fell by 58.63 points to 6,917.81, while the Nasdaq composite dropped by 336.92 points to 23,255.19 [2] Gold and Silver Market - Gold's price surged by 6.1% in the latest swing, while silver's price rallied by 8.2% [3] - Gold and silver prices had been rising for over a year due to investor concerns about tariffs, a weaker U.S. dollar, and high government debt [4] - Gold's price had previously doubled over 12 months but dropped from nearly US$5,600 to below US$4,500 recently, with silver plunging 31.4% in one day [4] Analyst Insights - Analyst Goulding indicated that the recent pullback in gold prices is natural and does not reflect a long-term trend, citing ongoing demand from central banks [5] - RBC analyst Drew McReynolds noted that content-driven technology providers like Thomson Reuters need to adapt their business models in response to AI disruptions [6] Technology Sector Impact - Major tech stocks, including Nvidia and Microsoft, experienced declines of 2.8% and 2.9% respectively, amid concerns over high stock valuations [7] - Thomson Reuters shares fell by 15.8% due to fears of potential disruption from AI technologies [5]

Core Insights - Information Services Group (ISG) has initiated a research study focused on service providers that assist enterprises in redesigning business processes using Microsoft's AI-embedded platforms [1][2] - The study aims to address key AI-related challenges faced by enterprises, including cultural shifts, trust, large-scale adoption, and return on investment, as organizations strive to become human-led and agent-operated [2][5] Research Study Details - The findings from the study will be published in a series of ISG Provider Lens reports titled "Microsoft AI and Cloud Ecosystem," set to be released in July 2026 [2] - The reports will evaluate companies providing Microsoft productivity and business process services, Azure-based data transformation and AI services, Azure managed services, and Azure-focused professional services [2][4] Evaluation Framework - Enterprise buyers will utilize the reports to assess current vendor relationships and explore potential new engagements, while ISG advisors will leverage the information to recommend providers to clients [3] - The research will categorize providers into four quadrants based on their services: 1. Microsoft Productivity and Business Process Services 2. Azure Data Transformation and AI Services 3. Azure Managed Services 4. Azure Professional Services [5][7] Geographic Focus - The study will include geographically focused reports covering the global Microsoft AI and cloud ecosystem market, with specific insights into regions such as Asia Pacific, Brazil, Germany, Switzerland, and the U.S. [6] Provider Assessment Criteria - Providers will be evaluated on their capabilities to modernize digital workplaces, implement automated business processes, and deliver governed, scalable, and responsible AI solutions [7] - The assessment will also consider providers' ability to integrate operational platforms with Azure's native tools and align technical strategies with long-term business objectives while adhering to compliance standards [7]

STAMFORD, Conn.--(BUSINESS WIRE)---- $III #AI--ISG said today that submissions to its ISG Case Study Research Program grew 35 percent in 2025, showing rising demand for enterprise transformation. ...

Core Insights - Enterprises in Asia Pacific are modernizing their networks with internet-first managed services to enhance performance, resilience, and governance [1][2] - The shift from legacy networks to software-defined wide area network (SD-WAN) and secure access service edge (SASE) architectures is driven by the need for reliable performance and regulatory compliance [2][3] - Managed and co-managed network services are increasingly adopted to address skills gaps and multivendor complexities [4] Group 1: Network Modernization - Networks are evolving into a strategic foundation for digital operations, essential for AI adoption, robotics, and automation [2][3] - The demand for SD-WAN and SASE architectures is rising as enterprises expand distributed operations and seek to improve application performance and cyber resilience [3][4] - Organizations are incrementally modernizing their networks while maintaining service consistency across varying infrastructure maturity levels [3] Group 2: Service Models and Trends - API-first, usage-based network-as-a-service (NaaS) models are gaining traction as companies shift spending from CapEx to OpEx [4] - Automation and AIOps are being utilized to enhance provisioning, application assurance, and change management, leading to faster deployments and lower total costs [4][6] - The report highlights the importance of addressing last-mile performance and edge connectivity complexities in managed network adoption [6] Group 3: Market Landscape - There is a growing market for local managed network service providers that comply with sovereign regulations, particularly in government and private sectors [5] - The report evaluates 63 providers across four quadrants, identifying leaders such as Accenture, GTT, NTT DATA, and others [7][8] - Tata Communications is recognized as the global ISG CX Star Performer for 2025, achieving the highest customer satisfaction scores [10]

Core Insights - Enterprises migrating to SAP S/4HANA are prioritizing short-term stability over long-term transformation, which may hinder their ability to leverage automation, analytics, and AI effectively [1] - A significant disconnect exists between companies' transformation ambitions and their actual adoption practices of S/4HANA, with fewer than 20% re-implementing SAP processes and technology during migration [1] - Nearly 49% of organizations perform little or no re-engineering, opting to maintain legacy processes and data, which can limit future operational gains [1] Migration Challenges - Many enterprises face cost overruns and missed deadlines during S/4HANA transitions, with nearly 60% of migrations reported as behind schedule and over budget due to underestimated complexity and internal capacity constraints [1] - Weak governance is often the primary cause of delays, rather than technical challenges, indicating deeper systemic issues within migration programs [1] - Fragmented accountability and misaligned incentives among multiple systems integrators and service providers contribute to scope creep and delays in migration projects [1] Strategic Recommendations - To unlock the full potential of automation, analytics, and AI, enterprises must commit to fundamental changes in governance, data quality, and process standardization during their SAP migrations [1] - Companies should avoid sequencing transitions solely around maintenance deadlines and instead focus on strategic transformation to enhance their future competitiveness [1] - Establishing strong governance and clear decision rights is essential for effective management of SAP migration projects, ensuring accountability and oversight of critical activities [1]

Core Insights - ISG has initiated a research study to analyze the evolving ecosystem of service providers that support insurance companies in their operations and complex needs [1] - The study will culminate in five reports scheduled for release in June 2026, focusing on various aspects of insurance consulting, IT outsourcing, and business process outsourcing [1] Group 1: Research Focus - The research will evaluate providers that assist insurance firms in scaling operations efficiently and adopting digital solutions for cost reduction and growth [1] - Reports will cover global and regional markets, specifically focusing on North America and Europe, to provide insights into the insurance services landscape [1] Group 2: Report Categories - Insurance Consulting Services report will assess providers offering advisory solutions to aid insurance firms in their transformation journeys [1] - Insurance ITO Services report will evaluate providers that deliver IT outsourcing services, focusing on cost optimization and profitability enhancement [1] - P&C Insurance BPO Services report will analyze providers in the property and casualty insurance sector, emphasizing the use of digital tools for process efficiency [1] - L&R Insurance Services report will explore life and retirement insurance operations, including third-party administrator services and BPO engagements [1] Group 3: Methodology and Data - ISG has distributed surveys to over 120 service providers in the insurance sector to gather data for the reports [1] - The reports will feature expanded customer experience data, reflecting actual enterprise experiences with specific provider services [2]

Core Insights - ISG Startup Challenges highlighted innovative AI solutions aimed at centralizing applications, delivering personalized AI training, and ensuring regulatory compliance, showcasing the potential for these technologies to add significant business value [1][2] Group 1: Event Highlights - The ISG Startup Challenges took place in Paris, New York, and London, featuring entrepreneurs who presented cutting-edge solutions to address major obstacles in AI adoption [2][4] - Pierre de la Grand'rive, CEO of Delos, won the ISG Startup Challenge in Paris with a solution for centralizing applications into a secure workspace [3] - TeamLift, led by Boz Vitanova, was selected as the winner in New York for its personalized AI training solution embedded in workflows [4] - Mike Kropp, CEO of Iridius, won in London for his AI product that integrates regulatory compliance into solutions [5] Group 2: Industry Challenges - ISG Research predicts that low-quality data and lack of governance will impede enterprise agentic AI adoption by 2026, indicating significant challenges ahead for organizations [2][4] - Despite the proliferation of AI use cases, enterprises are struggling to scale pilot projects and validate the business benefits of AI technologies [5] Group 3: Company Overview - ISG is a global AI-centered technology research and advisory firm, serving over 900 clients, including 75 of the top 100 enterprises worldwide [6] - Founded in 2006, ISG is recognized for its proprietary market data and expertise in technology and business services, focusing on leveraging AI for operational excellence and growth [6]

Core Insights - European enterprises are increasingly adopting managed network services (MNS) that integrate AI capabilities to enhance network design, operation, and governance [1][2] Group 1: Adoption of Managed Network Services - Historically, many organizations in Europe resisted MNS, relying on large internal IT teams and maintaining direct control over critical infrastructures [2][3] - The evolution of MNS has been driven by the need to support hybrid architectures and global operations as enterprise networks have expanded [2][3] Group 2: Security and Operational Demands - Enterprises face the challenge of maintaining strong security, minimizing downtime, and complying with regulations while supporting mobile and cloud-centric workforces [3][5] - The complexity of IT and network management has increased due to hybrid work environments, necessitating reliable access to applications from various locations [3][5] Group 3: Network as a Service (NaaS) - There is a growing trend among European enterprises to opt for network as a service (NaaS) solutions instead of managing complex networks internally [4] - Enterprises are prioritizing NaaS providers with advanced automation capabilities and specialized staffing to enhance efficiency and security [4] Group 4: Regulatory Compliance and Sustainability - MNS solutions assist enterprises in meeting regulatory and data sovereignty requirements while allowing for quick adaptation to changing business needs [5][6] - Organizations are aligning network strategies with sustainability goals, with MNS offerings helping to optimize resources and reduce carbon footprints [6] Group 5: Market Evaluation and Key Players - The 2025 ISG Provider Lens report evaluates 36 providers across three quadrants: Managed Network Services Evolution, Managed Enterprise Connectivity Solutions, and Network as a Service [8] - Notable leaders in all three quadrants include Accenture, Colt, Deutsche Telekom, GTT, NTT DATA, and Orange Business [9]