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David Crowther
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ServiceNow’s woes are dragging the entire software sector down
It’s software spooky season… and misery loves company.
Investors have been drawn to software stocks since the Iran war started — Figma has been an exception
The company’s stock has been sharply underperforming wider software indexes — and a major release from Google this week, in which it unveiled a new…
Stock futures dip after report Trump considering plans to occupy or blockade Kharg Island, drones strike Kuwait’s largest oil refinery
Futures turned into the red, as traders weighed comments about the potential longevity of the Iran war.Source: Sherwood News.
US futures turn sharply negative, following European stocks lower, as Iran threatens the Strait of Hormuz
Oil and gas are again at the heart of the matter, as conflict in the Middle East continues. Source: Sherwood News.
First Snapchat, now TikTok: Instagram has mastered the art of borrowing features
The latest user data suggests its pivot to video with Reels over five years ago has paid off. Source: Sherwood News.
OpenAI’s planned cash burn was unlike anything we’d ever seen — now they’re doubling it
OpenAI is still the molten mass at the center of the AI universe, burning billions as it pulls talent, capital, and companies into its orbit….