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Analysis and commentary on the market, the providers shaping it, and what the numbers actually say.
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I hate to say I told you so
The market rethinks its AI-driven IT services selloff.
Michael Cook · Aug 14, 2026
- The Great AI Mispricing Michael Cook · Jul 28, 2026
- Introducing AnalystGenius Michael Cook · Jun 23, 2026
- History Rhymes: Are Today’s GSIs the Next EDS and CSC? Malcolm Frank · Jun 20, 2026
- Owning your lane in the three-speed AI economy Malcolm Frank · Jun 15, 2026
- The $280 Billion Wake-Up Call Michael Cook · Feb 23, 2026
