With over 25 years of expertise in the Architecture, Engineering, and Construction (A/E/C) sectors, SIS, LLC—a top Microsoft Dynamics 365 partner—has introduced its Fixed-Price ERP Implementation Program. This specially designed Microsoft Dynamics 365 Finance solution meets the needs of mid-sized specialty contractors, offering simplified operations, better financial oversight, and strong cost man...
With over 25 years of expertise in the Architecture, Engineering, and Construction (A/E/C) sectors, SIS, LLC—a top Microsoft Dynamics 365 partner—has introduced its Fixed-Price ERP Implementation Program. This specially designed Microsoft Dynamics 365 Finance solution meets the needs of mid-sized specialty contractors, offering simplified operations, better financial oversight, and strong cost management with the certainty of a fixed price as well as dramatically reduced time to value.
Vista Equity Partners is partnering with Alphabet Inc. ’s Google Cloud to accelerate the deployment of artificial intelligence across the private equity firm’s portfolio of more than 90 software firms. The multiyear deal will focus on agentic AI, which requires only limited human oversight, and allow Vista’s portfolio companies to access Google Cloud’s offerings, according to a statement Wednesday...
Vista Equity Partners is partnering with Alphabet Inc. ’s Google Cloud to accelerate the deployment of artificial intelligence across the private equity firm’s portfolio of more than 90 software firms. The multiyear deal will focus on agentic AI, which requires only limited human oversight, and allow Vista’s portfolio companies to access Google Cloud’s offerings, according to a statement Wednesday. Those include AI assistant Gemini, super-computing system AI Hypercomputer and Gemini Enterprise, a platform for building AI agents. “For us, it’s harnessing all the stuff that’s being built and integrating” it into our products, Monti Saroya , co-head of the Vista Flagship Fund, said in an interview. Vista announced the deal with Google just a week after competitor Thoma Bravo made a similar agreement, for which the private equity firm will pay billions of dollars over several years. Vista Equity, which had already been integrating agentic AI into its software firms, declined to disclose how much it’s paying for Google Cloud’s products. Read More: Thoma Bravo Signs Multiyear Deal With Google for AI Adoption Google engineers will be dispatched to work alongside Vista employees as part of the partnership. The tech giant will provide the private equity firm’s portfolio companies with “preferential treatment by giving access to early previews, by providing privileged access or early access to all geographical regions to partner companies,” Google Cloud Chief Product and Business Officer Karthik Narain said in an interview. The software companies in each firm’s portfolio are integrating the AI tools amid concerns that the technology will render some software-as-a-service, or SaaS, firms obsolete. Fears of a so-called SaaSpocalypse have had wide-ranging effects, spurring a wave of retail investors to withdraw money from private-credit funds they’ve deemed too dependent on the sector. But Vista has contended that AI will “not eat software — it will feed it.” Almost two years ag...
(Bloomberg) -- Vista Equity Partners is partnering with Alphabet Inc.’s Google Cloud to accelerate the deployment of artificial intelligence across the private equity firm’s portfolio of more than 90 software firms.Most Read from BloombergInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersTrump Extends Ira...
(Bloomberg) -- Vista Equity Partners is partnering with Alphabet Inc.’s Google Cloud to accelerate the deployment of artificial intelligence across the private equity firm’s portfolio of more than 90 software firms.Most Read from BloombergInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitAnthropic’s Mythos Model Is Being Accessed by Unauthorized UsersTrump Extends Iran Ceasefire, Keeps Blockade as Talks FalterKuwait Declares Further Force Majeure on Oil ShipmentsThr
(RTTNews) - Vertiv Holdings Co (VRT), an American provider of infrastructure and services, Wednesday reported higher first quarter profit as revenue increased.
(RTTNews) - Vertiv Holdings Co (VRT), an American provider of infrastructure and services, Wednesday reported higher first quarter profit as revenue increased.
hapabapa/iStock Editorial via Getty Images Investment Thesis Twilio ( TWLO ) has reached an inflection point as it is transitioning from being an emerging high-growth CPaaS disruptor to becoming a more mature platform with moderate growth and increasing profit margins. While the company was able to get some growth in 2025, with organic growth of 13%, the forward guidance of 8-9% growth indicates s...
hapabapa/iStock Editorial via Getty Images Investment Thesis Twilio ( TWLO ) has reached an inflection point as it is transitioning from being an emerging high-growth CPaaS disruptor to becoming a more mature platform with moderate growth and increasing profit margins. While the company was able to get some growth in 2025, with organic growth of 13%, the forward guidance of 8-9% growth indicates some slowing, which may also lead to compressed multiples until reacceleration appears. Therefore, valuation will be influenced by Twilio's ability to sustainably grow at its floor versus its peak levels, especially since the company continues to experience downward pressure on its gross margin due to rising carrier-driven A2P messaging costs. With this maturing of the business, the company's story turns into an execution story, making growth and margins the top metrics to watch for. Two segments have the potential to create outsized value for Twilio: software mix expansion and AI monetization. High-margin products such as Verify, Segment, Voice AI, and Branded Calling are growing quickly; however, they currently represent a small portion of revenue and are unable to make a big difference in consolidated margins. Ultimately, Twilio's long-term success revolves around combining its data layer (Segment) with its communications API layer to establish itself as the foundation for AI-based customer communication. If AI agents are going to utilize real-time communications and contextual data to make decisions, then Twilio should have a distinct advantage in terms of providing access to these services. However, there has been very little evidence provided to support that AI adoption is positively impacting ARPA or usage volumes. Until there is evidence demonstrating that AI-based products are driving both a reacceleration in growth rates and margin expansion, the company's valuation is likely to stay flat. With Twilio's growth currently uncertain, I'm rating the stock a Hold with a...
Stocks are trading near a record high, signaling Wall Street is learning to cope with lingering geopolitical risks. Main Street is struggling to catch up. Consumer sentiment is languishing at all-time lows, with Americans increasingly worried about mounting inflation driven by hostilities in the Middle East. Earlier this month, a preliminary read on the University of Michigan’s consumer sentiment ...
Stocks are trading near a record high, signaling Wall Street is learning to cope with lingering geopolitical risks. Main Street is struggling to catch up. Consumer sentiment is languishing at all-time lows, with Americans increasingly worried about mounting inflation driven by hostilities in the Middle East. Earlier this month, a preliminary read on the University of Michigan’s consumer sentiment index for April slumped to a record-low 47.6, down from 53.3 in March. The final figures will be released on Friday. Strong corporate earnings, the revival of the artificial intelligence trade and an otherwise resilient economy have buoyed the stock market even as Americans’ outlook has started to sour. Chief among consumers’ concerns are prices at the gas pump as the closure of the Strait of Hormuz drives up costs. The divide has reached a critical juncture where investors need to question how much further sentiment can worsen before it starts to erode the S&P 500 Index ’s earnings power. “The consumer remains the bedrock of the US economy, so any deterioration there is ultimately a risk to equities,” said Noah Weisberger , chief US equity strategist at BCA Research. The US is in a “slowing-but-still-growing” phase, where it’s not a clear recession and reacceleration is still possible, according to Weisberger. “The market is being supported by resilient earnings and investment-led growth, especially AI- and capex-related spending, while consumers are still contending with a lukewarm labor market and, at least in terms of confidence if not yet spending, higher gasoline prices and headline inflation,” said Weisberger. “Weak confidence also predates the Iran conflict, so this is not purely an oil story.” Meanwhile, a separate survey from the Federal Reserve Bank of New York showed consumers’ views on their financial situation was deteriorating with more than a quarter of households — the highest proportion since last May — expecting to be worse off. “The K-shaped recovery con...
Among Nvidia, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla, there are two screaming bargains and one pricey company whose valuation can't be justified.
Among Nvidia, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla, there are two screaming bargains and one pricey company whose valuation can't be justified.
TR-1: Standard form for notification of major holdings NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the FCA in Microsoft Word format if possible) i 1a. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached ii: Mothercare PLC1b. Please indicate if the issuer is a non-UK issuer (please mark with an “X” if appropriate)Non-UK...
TR-1: Standard form for notification of major holdings NOTIFICATION OF MAJOR HOLDINGS (to be sent to the relevant issuer and to the FCA in Microsoft Word format if possible) i 1a. Identity of the issuer or the underlying issuer of existing shares to which voting rights are attached ii: Mothercare PLC1b. Please indicate if the issuer is a non-UK issuer (please mark with an “X” if appropriate)Non-UK issuer 2. Reason for the notification (please mark the appropriate box or boxes with an “X”)An acqu
PM Images/DigitalVision via Getty Images As the market moves into the second week of Q1 earnings, we look at the most oversold stocks in the consumer discretionary sector. Below is a list of the top 10 consumer discretionary stocks ranked based on their lowest Relative Strength Index. The list is topped by Tractor Supply Company ( TSCO ), with an RSI of 25. Lucid Group ( LCID ) and Ollie’s Bargain...
PM Images/DigitalVision via Getty Images As the market moves into the second week of Q1 earnings, we look at the most oversold stocks in the consumer discretionary sector. Below is a list of the top 10 consumer discretionary stocks ranked based on their lowest Relative Strength Index. The list is topped by Tractor Supply Company ( TSCO ), with an RSI of 25. Lucid Group ( LCID ) and Ollie’s Bargain Outlet Holdings ( OLLI ) are next, with McDonald’s ( MCD ) and Patrick Industries ( PATK ) rounding out the rest of the top five. The list features a variety of industries within the consumer discretionary sector, including restaurants such as McDonald’s and Texas Roadhouse ( TXRH ), footwear with NIKE ( NKE ), and leisure facilities represented by Planet Fitness ( PLNT ). All top-ranked stocks on the list maintain an RSI below 50. The Relative Strength Index is a momentum oscillator that measures the velocity and magnitude of price changes, plotting them on a scale from 0 to 100. RSI compares the magnitude of recent gains to recent losses over a chosen lookback period—typically 14 days. RSI readings of 70 or above are generally considered a signal that a stock may be overbought and potentially poised for a pullback. An RSI below 30 indicates that a stock may be oversold, signaling that intense selling pressure has potentially driven the price below its fair value. Here is the list: Tractor Supply Company ( TSCO ), Market Cap: $20.81B, RSI: 25 Lucid Group, Inc. ( LCID ), Market Cap: $2.58B, RSI: 32 Ollie’s Bargain Outlet Holdings, Inc. ( OLLI ), Market Cap: $5.37B, RSI: 36 McDonald’s Corporation ( MCD ), Market Cap: $214.56B, RSI: 39 Patrick Industries, Inc. ( PATK ), Market Cap: $3.43B, RSI: 40 CarMax, Inc. ( KMX ), Market Cap: $5.54B, RSI: 40 NIKE, Inc. ( NKE ), Market Cap: $68.70B, RSI: 40 Planet Fitness, Inc. ( PLNT ), Market Cap: $5.72B, RSI: 41 Texas Roadhouse, Inc. ( TXRH ), Market Cap: $10.61B, RSI: 42 LCI Industries ( LCII ), Market Cap: $2.94B, RSI: 44 Consumer D...