OK, I'll get back to some more serious points in a moment, but I couldn't help commenting on a jaw-dropping statement from SaaS blogger Bob Warfield. It comes in the middle of an interview with Concur ...

The AI boom may be the most important market story of the decade—but not in the way everyone expects. Two of the market’s favorite sectors could both be in trouble at the same time. Here’s where I’m ...

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It makes sense. The similarities to the dot-com era are too hard to ignore. Stocks are soaring on the back of another revolutionary technology, and tens of billions are being invested in new ...