SAP's Business Data Cloud announcement was one of the most ambitious in the company's history. It also raised a flurry of ...

Vertex's cloud growth momentum remains strong, with a 27% y/y increase in 4Q24. Read more to see why I upgrade VERX stock ...

The pivot to the cloud has led to a big rally in SAP stock.

Just months after surpassing ASML, German software giant SAP has overtaken Novo Nordisk to become Europe’s most valuable ...

Data management has been changing rapidly in the era of generative and agentic AI, with even more change from the vendors ...

Introduction As businesses evolve, their financial management tools must keep pace with their growing needs. QuickBooks, a ...

Precisely, the global leader in data integrity, today announced significant advancements to its Automate SAP Data API, ...

Why is ERP data so valuable? Because it is structured, describes processes, and has a sematic meaning.

Oracle is currently around its fair value of $155.2, making it less attractive for new positions or for a covered call. Find out my recommendation for ORCL.