Dan Ives

Person

Last mentioned: 1d ago

Stories mentioning Dan Ives 2

Markets Bullish

Nadella Declares Software 'Rewriting' Era as Microsoft Eyes 2026 AI Dominance

Microsoft CEO Satya Nadella has signaled a fundamental shift in the technology landscape, asserting that all existing software is currently being rewritten to integrate generative AI at its core. This architectural overhaul positions Microsoft as a primary beneficiary for 2026 as the company aligns its infrastructure, leadership, and product roadmap with an agent-centric future.

2 sources
Markets Neutral

Enterprise AI Pivot: Why Analysts Are Weighing Palantir Against CRM and NOW

As the enterprise AI landscape matures, investors are debating whether to stick with high-flying Palantir or pivot to established SaaS giants Salesforce and ServiceNow. While Palantir remains a leader in specialized data integration, CRM and NOW are aggressively integrating agentic AI to defend their market share.

2 sources