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Generative AI Leading a Resurgence inSoftware

After being regarded as a side note to GenAI infrastructure investment, we are starting to see enterprises engage in software investment, particularly those that take advantage of GenAI/AI.

Service Titan Needs to IPO and What You Need to Know

Service Titan (TTAN) raised the price range for its IPO from $52-57 to $65-67, presumably due to a strong reception from investors on the roadshow.

Navigating Daloopa’s New UI

Daloopa’s has grown – our coverage, data quality and features to deliver that data – and in the meantime, our UI became increasingly complex. Our intent is to make Daloopa more focused on analysts’ most important needs during the most critical times of the year.

Introducing Data Status Update and Notifications

Daloopa's new Data Update Status and Notifications feature is designed to give Daloopa Plus users real-time status and ETAs for data availability earnings—making workflows more efficient. saving time and stress.

What do TSM and ASML earnings mean for NVDA and the SOX?

TSM and ASML reported very different quarters, casting mixed messages on the semiconductor sector. ASML reduced its 2025 revenue and gross margin outlook

Cerebras IPO- Red Flags Galore

Cerebras, backed by prominent VCs and gearing up for an IPO, faces scrutiny over alarming customer concentration, with 95% of hardware sales attributed to one client, G42. The deal, led by Citigroup instead of traditional banking giants, raises concerns due to the CEO's past involvement

Tesla in Focus

Tesla now leads S&P 500 stock options trading with 17%, driven by Q3 deliveries on Oct 2nd and the Robotaxi event on Oct 10th.

Understanding KPI’s like RPOs for Better Forecasts

ASC 606 changes how companies recognize revenue by focusing on performance obligations. Learn how modeling RPOs and cRPOs can help forecast future growth for companies like Oracle and ServiceNow.

CEO Note: Basement days – Three Years Building Daloopa

Discover the story behind Daloopa's early 'basement days'—a three-year grind in a Long Island basement where three co-founders built their vision from scratch. From overcoming financial struggles to building a game-changing AI tool for financial analysts, learn how hard work, innovation, and dumplings fueled Daloopa’s

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