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business software

2 articles
BenzingaBenzinga··Erica Kollmann

Burry's Bearish Case Intensifies: Anthropic Eclipses Palantir in Enterprise AI Race

Michael Burry escalates short thesis against Palantir, citing Anthropic's explosive enterprise AI growth capturing 73% of new spending versus Palantir's consulting-dependent model.
PLTRAI adoptionmarket share
The Motley FoolThe Motley Fool··Keithen Drury

Microsoft Outpaces Alphabet as Better Value in AI-Driven Market

Microsoft offers better value than Alphabet despite similar cloud growth rates, with stable productivity software versus advertising dependence, and lower valuations.
MSFTGOOGGOOGLvaluationcloud computing