Nutanix: Demand Surge Is Now Running Into Supply Constraints

As 2026 progresses, volatility in the stock market remains elevated. The idea of the "SaaSpocalypse" is shaking up the stock market, wiping hundreds of billions of market value from established software companies like Salesforce (With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor ...