Tech stocks may have faced a rough patch last week, but Wall Street experts are advising long-term AI investors to channel their inner Zen master: breathe, ignore the noise and absolutely do not panic-sell that NVIDIA Corp (NASDAQ:NVDA) , just because it sneezed. Last week's decline followed a shift away from the AI leaders of 2025, which diminished expectations for a rate cut in December and left lingering negative sentiment after the longest U.S. government shutdown ever. However, strategists speaking to ...

a16z leads $21M Series A into AI-native tax compliance software Sphere https://t.co/XiKEVJRlBY ...

Sprout Social (NasdaqCM:SPT) Update / Briefing November 18, 2025 11:00 AM ET Company ParticipantsTazi Flory - Product Marketing ManagerJamia Kenan - Senior Social Media SpecialistBianca Shaw - VP of Enterprise Social and Digital ReputationPaige Britton - Product Marketing ManagerJeff MacDonald - Director of Innovation and TechnologyMeg Christolini - VP of AI ProductTazi FloryHello, everyone, and welcome to Breaking Ground, our quarterly launch event where we gather to celebrate social media, share strategy, ...

As Nicholas Rudder built his last startup, an educational marketplace called ScholarSite, he kept running into the same problem: tax. “Marketplaces are liable for tax on their entire GMV (gross merchandise value) not just their take rate, so every new country meant a maze of registrations, filings, deadlines, and risk,” Rudder told TechCrunch. “It became a constant distraction. Instead of building the business, I was spending time deciphering international compliance rules I never wanted to become an exp ...

Oracle (ORCL) stock has taken a sharp turn after an impressive run, sliding more than 36% from its peak of $345.72. The pullback reflects growing unease among investors as the company doubles down on its transformation from a traditional enterprise software provider into a key player in the artificial intelligence (AI) infrastructure space. The company has been pouring billions into expanding its cloud infrastructure to meet soaring demand. However, this aggressive expansion is what has some investors on ...

Summary of Bentley Systems Conference Call Company Overview - **Company**: Bentley Systems (NasdaqGS:BSY) - **Event**: 2025 Conference on November 18, 2025 Key Points Company Leadership and Ownership - Greg Bentley serves as Executive Chair and remains actively involved in capital allocation and investor relations [3][4] - Family ownership has decreased by approximately 1% per year since the company went public, but the Bentley family still holds a majority [4] Business Performance and Market Demand - Bentley Systems has shown consistent results since its IPO, with a strong demand environment for infrastructure engineering tools [7][9] - There is a significant shortage of engineers in the U.S., with one in nine positions unfilled, leading to increased backlogs for engineering firms [9] - The company is well-positioned to benefit from global infrastructure spending commitments, particularly in public works and utilities [21][22] Revenue Model and Growth Strategy - The majority of Bentley's Annual Recurring Revenue (ARR) comes from the E365 Pure Consumption Program, which relies on consumption-based billing [11][13] - The company aims for double-digit ARR growth, with negotiations for multi-year escalated floors and ceilings becoming standard [12][13] - Approximately two-thirds of enterprise accounts are in the process of transitioning to the E365 consumption model [15][16] Future Growth Opportunities - Bentley anticipates growth from asset analytics, which allows for immediate digital twin creation and optimization of maintenance costs [39][40] - The company is focused on acquisitions that enhance its asset analytics capabilities, with plans to consolidate in this space [41][42] Infrastructure Spending and Regulatory Environment - The successor to the Infrastructure Investment and Jobs Act (IIJA) is expected to focus primarily on surface transportation funding, with less emphasis on broadband and grid funding [27][28] - There is a strong belief that private investment will fill gaps in public infrastructure funding, particularly in public-private partnerships [28] AI and Digital Twin Integration - Bentley has been integrating AI into its products for years, enhancing capabilities such as reality modeling and predictive maintenance [29][30] - The company emphasizes that user data remains proprietary, allowing clients to train AI models on their own data for competitive advantage [33][34] Financial Outlook and Capital Allocation - Bentley aims for 100 basis points of margin expansion annually, driven by efficiency improvements and scale leverage [52] - The company has compounded free cash flow per share at over 14% since going public and plans to continue this trend [53] Conclusion - Bentley Systems is positioned for sustained growth through its focus on infrastructure engineering, digital transformation, and strategic acquisitions, while maintaining a commitment to shareholder value and operational efficiency [44][50]

Nov 18, 2025 11:31 AM Eastern Standard Time Glean Integrates with Microsoft Agent 365 to Deliver Enterprise-Ready AI Where Microsoft 365 Users Work Share Glean Work AI platform is integrated with Microsoft Agent 365, providing personalized, secure AI across Microsoft 365 apps like Word, Outlook, and more PALO ALTO, Calif.--(BUSINESS WIRE)--Work AI leader Glean today announced an integration with Microsoft Agent 365, bringing Glean's secure, enterprise-grade AI directly into the daily flow of work for Micros ...

SAN FRANCISCO--(BUSINESS WIRE)--ServiceNow advances enterprise AI through seamless integrations with Microsoft, enabling collaboration, orchestration, and governance. ...

TRENDING: 13 Fallen S&P 500 Stocks Slip Into Bear Market Software giant Microsoft (MSFT) on Tuesday introduced a host of artificial-intelligence-powered productivity tools designed to integrate AI into business workflows and transform operations. But Microsoft stock slid. At its Microsoft Ignite conference in San Francisco, the company showed how AI tools can be an integral part of operations, not just an add-on. "By now, most people would agree that AI is in the process of fundamentally changing how we wor ...

Welcome back to Morning Trade Live. It's time now for the big picture. Let's welcome in Nathan Peterson, director of derivatives analysis to Schwab Center for Financial Research.Okay, so we're seeing stocks sliding for a fourth session today. It looks like AI continues to away weigh on the minds of investors. We've had some cautionary headlines, you could say, from the likes of Google CEO Pitch Eye around irrationality, JP Morgan warning of AI valuations and perhaps a correction there.We've had these downgr ...