Software stocks surged as ServiceNow, Snowflake, Microsoft and others rally on upbeat earnings and AI optimism.

ServiceNow's gross margin has slipped from about 80% in fiscal year 2024 to 75% as of the end of the first quarter this year. While subscription margins appear relatively strong in the mid-70% range, ...

IT budgeting has gotten a lot trickier as vendors begin to adjust their pricing to include variable charges for agentic AI usage in addition to seat-based licensing fees. A case in point is the ...

Custom IT application leaders are breaking out, driven by strong earnings and sector-wide AI adoption tailwinds. Click here ...

Enterprise software has long operated on a relatively stable hierarchy of power: The companies that owned the interface largely owned the customer relationship. Employees moved through dashboards, ...

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Kotak said the impact of the conflict on energy prices is yet to fully reach consumers. Banker and founder of Kotak Mahindra Bank, Uday Kotak, on Tuesday backed Prime Minister Narendra Modi's recent ...

The Delhi government has notified a detailed standard operating procedure (SOP) for implementing the PM-UDAY scheme, setting timelines for processing applications,establishing dedicated district-level ...

Uday Kotak is known for speaking plainly. The 67-year-old stirred up a debate in 2025 when he called out scions of Indian business families for becoming full-time family office managers and investors ...

The economy is on the verge of a significant “oil shock” as the delayed consequences of the prolonged US-Iran war are set to kick-in now, Uday Kotak, Founder and Director of Kotak Mahindra Bank, ...

Uday Rana is a journalist whose work focuses on labour, immigration and foreign affairs. He has told stories across two different continents and two different countries in print, digital, television ...

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