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Evolution Equity Partners, a leading venture capital investor, is pleased to announce that John Cordo has been named a Partner. John has been with the firm for three years, working alongside a team of thirty investment professionals focused on investing in best-of-breed cybersecurity and AI companies. He recently led investments in Arize (acquired by Dynatrace) and Armis (acquired by ServiceNow), as well as Clay, Cyera, GetReal, Halcyon, Island, Legora, Silverfort, and Torq.
Anthropic filing for what could become a record-shattering IPO, with plans to commit US$518b to cloud and infrastructure, suddenly puts a huge new AI heavyweight on the market’s radar. That scale of ambition can reshape expectations across large-cap software. Investors now face fresh competition for capital and a new reference point for risk. This article looks at 3 stocks exposed to that news and how their AI stories stack up. The stocks covered below are only a small sample of the...
13D FILINGS These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity’s attaining more than 5% in any class of a company’s securities.
Datadog is surging while its closest rival and the broader software sector both slide lower, a split that raises a pointed question about whether this rally reflects genuine conviction or a momentum trade at a dangerously rich valuation.
Dynatrace (DT) is being added to the analyst's top picks as the brokerage grows more constructive on
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Dynatrace, with a $17B market cap, ranks much ahead of the $95B Adobe.
When Google’s Gemini AI quietly hacked real companies during testing, it turned abstract AI risk into something concrete and uncomfortable. That kind of failure can rattle confidence in big tech; yet it can also shine a spotlight on smaller AI security and governance stocks exposed to the same story from a very different angle. This article walks through three such stocks from our screener, and why their role in this moment matters to your portfolio thinking. The three stocks below are a...
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
Dynatrace (NYSE:DT) and Sopra Steria have launched a new Observability and AIOps practice focused on large European enterprises. The practice targets sectors including banking, retail, and public administration, aiming to simplify IT management for complex environments. The alliance is designed to provide unified, AI driven observability across clients’ IT estates to support operational resilience and regulatory compliance. This new Observability and AIOps practice with Sopra Steria aligns...
The S&P 500 and Nasdaq undercut key support as oil prices and Treasury yields jumped. How will bonds react to the Federal Reserve decision?
Shares of cloud observability platform Dynatrace (NYSE:DT) jumped 3% in the afternoon session after the company announced the launch of a dedicated observability and AIOps practice with Sopra Steria to support European organizations with IT management and regulatory compliance.
Aktuelle Schlagzeilen Dritter zu diesem Unternehmen, getrennt von Makklers eigener Redaktion und mit Verlinkung zum Herausgeber. Für die Richtigkeit ist der jeweilige Herausgeber verantwortlich.