Search connections, tickers, themes

Tenji

AI connections from hidden market connections.

About Tenji Terms of Service Privacy Policy Contact

Get the app

Tenji is a research and information tool, not a registered investment advisor, broker, or dealer. Nothing on this site or in the product constitutes financial, investment, legal, or tax advice, or a recommendation to buy or sell any security. Trade connections are generated by automated systems and AI models, may contain errors, and are provided for informational and educational purposes only. Trading securities involves substantial risk of loss and is not suitable for every investor. Past performance and historical analogies do not guarantee future results. Always do your own research.

PATH · UiPath, Inc. · Tenji

Software - Infrastructure

PATH

UiPath, Inc.

Date

Sep 29

News

A gap in AI revenue could shift budgets from new hardware to ServiceNow, Pegasystems and UiPath

A consulting firm sees a $4.2 trillion yearly gap between AI revenue and build-out costs. Two-thirds of the costs are not covered. When AI hardware returns are in doubt, companies tend to shift spending to software that gets more from existing systems, like ServiceNow, Pegasystems and UiPath.

Good for ↑NOWPEGA

May 29

News

Enterprise Software Re-Rating Unlocks Hidden Multiplier Effect on Mid-Cap SaaS Infrastructure Plays

ServiceNow's 40% monthly surge marks a sentiment regime shift: enterprise software is now seen as AI's monetization layer, not its casualty. Mid-cap SaaS platforms with workflow automation and IT infrastructure exposure haven't fully re-rated yet. Long mid-cap enterprise software with AI integration narratives into the multiple expansion wave.

Good for ↑DDOGPATH

PATH

MarketWatch·Sep 29

PEGA

MarketWatch·May 29

Technology