20 March 2026 | 4:49PM GMT Equity Research GS EQUITY RADAR Stagflation risk, Energy capex acceleration and policy watch plus Week Ahead and key research from the week (More) drawdown risk? Peter Oppenheimer highlighted the downside risks for equities given where we are on energy / geopolitics as the starting point for valuation and positioning, but he does not see a bear market given the robust earnings and balance sheet picture (corporate including banks and household). Higher oil increases the risk of inf ...

Founded in 2013 by the original creators of Apache Spark at UC Berkeley, Databricks built the data lakehouse category from scratch and now provides core data and AI infrastructure for a significant portion of large enterprises, including a majority of the Fortune 500."The question for investors is not whether enterprise AI is real, it is. The question is whether Palantir at current multiples is the most efficient way to own that trend."Palantir's moat rests on three pillars: deeply embedded enterprise softw ...

SAP CEO Christian Klein said the defense industry has become the company’s fastest growing business line as military budgets soar around the world. https://t.co/P1yAWgw7wt ...

Core Insights - Oracle's fiscal 2026 third-quarter results showed a significant recovery, with shares rising over 9% following the announcement [1][2] - Despite a 49% decline in stock value over the past six months due to concerns about reliance on OpenAI and high debt levels, the recent quarterly report alleviated some of these worries [2] Financial Performance - Oracle's quarterly revenue increased by 22% year over year to $17.2 billion, surpassing Wall Street's estimate of $16.9 billion [5] - Non-GAAP earnings grew by 21% to $1.79 per share, exceeding the expected $1.70 [5] - The cloud infrastructure business saw an impressive 84% year-over-year revenue growth, reaching $4.9 billion, also above the consensus estimate of $4.74 billion [6] Future Growth Indicators - Remaining performance obligations (RPO) surged by 325% year over year to $553 billion, indicating a strong future revenue pipeline as more companies adopt AI workloads on Oracle's cloud [6][7] - Oracle's management reported gaining market share from competitors like SAP and Workday, and the company is implementing a bring-your-own-hardware model to expand its AI infrastructure without incurring additional debt [9][10] Strategic Investments - Oracle signed contracts worth $29 billion under the bring-your-own-hardware model, which allows for expansion without negative cash flow [10] - The company has secured 10 gigawatts of data center power capacity, with 90% of the funding provided by partners, which is a strategic move to manage capital expenditures effectively [10][11] Capital Expenditures and Earnings Outlook - Capital expenditures increased by 269% to $8.5 billion, with expectations to reach $50 billion for the year, up from $21 billion last year [14] - Analysts project a 24% increase in earnings to $7.45 per share for the fiscal year, despite anticipated slower growth in the following year [14][16] - If Oracle meets consensus estimates and achieves $10.72 per share in fiscal 2028, the stock price could potentially rise to $331, indicating significant upside potential for investors [16][17]

London, UK, March 18, 2026 (GLOBE NEWSWIRE) -- Optimum has been selected by Asahi Europe & International (AEI) as its ERP training partner for its major SAP S/4HANA transformation programme, Project Odyssey. The initiative will support AEI’s move from SAP ECC 6 to SAP S/4HANA, providing a standardised regional template for core business processes across Europe. Optimum logo Project Odyssey will span ten countries, including the UK, Czechia, Poland, Slovakia, Romania, Germany, Italy, Hungary and the Netherl ...

SAP’s CEO Christian Klein is setting up a new unit with hundreds of people to push the adoption of its artificial intelligence features and plans to overhaul how it charges clients as the technology threatens its legacy subscription model https://t.co/h2Re9jgvwb ...

Has the software selloff bottomed out? Here's what experts think Has the software selloff bottomed out? Here's what experts think Artificial intelligence Author Vatsala Gaur Mar 18, 2026, 12:45 PM Software stocks are showing early signs of recovery after months of heavy selling, with analysts debating whether the sector has reached a lasting bottom. The S&P 500 software index logged its strongest weekly performance since May 2025 last week, while the iShares Expanded Tech-Software Sector ETF (IGV) has rebou ...

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen International Growth Strategy”. A copy of the letter can be downloaded here. In 2025, foreign equity markets reached their highest returns in more than a decade, whereas Polan International Growth had flat returns. This was not attributed to weakening business fundamentals among its holdings, but the market’s preference for cyclically sensitive businesses. The strategy seeks to invest in companies with en ...

Core Insights - KNAPP North America has integrated its AeroBot system with SAP systems through the new AeroBot App, built on the SAP Business Technology Platform (SAP BTP), enhancing automation integration within the SAP environment [1][2][5] Group 1: Product and Technology - The AeroBot system is designed for three-dimensional navigation, maximizing storage density and operational flexibility, and is known for its ease of integration and scalability [1][2] - The AeroBot App adheres to a "clean core" philosophy, operating as an encapsulated app on a multi-cloud platform rather than as custom code within SAP software [3][4] - The app manages communication between the AeroBot's machine controller and the existing SAP system using standard SAP interfaces, allowing for intuitive monitoring via SAP Fiori dashboards [4][5] Group 2: Implementation and Benefits - The integration approach minimizes impact on existing software architecture, significantly reducing operational risk and ensuring faster implementation times [5][6] - The AeroBot App is part of a growing suite of SAP BTP services from KNAPP, which includes integration services for other automation solutions like AMR Systems and Picking Technologies [6][7] Group 3: Company Overview - KNAPP operates globally with headquarters in Graz, Austria, and North America in Kennesaw, Georgia, providing software and hardware solutions for intelligent logistics automation across various industries [9][10] - The company emphasizes a collaborative approach and data-driven services, positioning itself as a trusted partner in sectors such as healthcare, retail, and manufacturing [9]

Core Insights - LatticeFlow AI partners with SAP to enhance AI risk management and governance for enterprises, providing deep technical evaluations and continuous monitoring of AI systems in production [1][2][5] Group 1: Partnership and Objectives - The collaboration aims to enable enterprises using SAP solutions to translate AI frameworks and regulatory requirements into verifiable technical assessments [1][3] - LatticeFlow AI's platform is now available on SAP Store, allowing businesses to access deep technical assessments that support compliance with the EU AI Act [3][4] Group 2: Technical Evaluations and Compliance - The LatticeFlow AI platform supports the evaluation of various AI systems, including agentic AI and custom models, tracking performance, security, and reliability changes [4][6] - The partnership anticipates scaling technical evaluations across models and enterprise environments, setting standards for AI governance as systems evolve [6] Group 3: Industry Implications - As organizations create their own AI use cases, the need for technical evidence to manage evolving risks becomes critical, particularly in regulated industries [5] - The collaboration is positioned to support trustworthy AI adoption by providing verifiable evidence on AI performance and risk management [5][6]