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BlackBerry’s comeback hinges on software quietly embedded in cars worldwide, built for systems that can’t afford to fail and hard for automakers to replace once it’s in. Now that same safety-focused foundation is being pushed into robots, factories, and medical devices—offering a new growth path, but with long wait times and real execution risk.Read more

A quiet but sweeping shift is underway as governments and big companies start planning for a future where today’s digital locks may no longer work. The winners could be the firms that help banks, cloud services, and critical infrastructure upgrade their security before a real-world quantum threat arrives—and the biggest question is how long that takes.Read more

Headline: Constellation Software (CSU): Why the AI Sell-off is a Category Error (and a Generational Buy) The market is currently punishing Constellation Software by applying a "generic AI disruption" narrative that fundamentally misunderstands the DNA of the business. Investors are pricing CSU as if it were a commodity software play, when in reality, it is a holding company for critical digital infrastructure.Read more

Constellation Software quietly owns a huge collection of niche business software tools that customers rarely switch away from, then uses the cash they generate to keep buying more. After a founder handoff and a big drop from its peak, the key question is whether this acquisition machine can keep compounding without losing its discipline.Read more

Zoomd takes a big hit after two key customers pull back, but early signs suggest that drop may not be the new normal. If customer activity picks up and the company’s lower cost base starts to show through, the business could look healthier than the market expects—though a longer slump would change the story.Read more

Key Points: Sparc AI (CSE:SPAI) is tackling a growing global problem: drones and aircraft failing when GPS is jammed or spoofed, a problem already driving massive government losses globally. Its Overwatch platform is a software solution to the hardware problem, using AI and existing sensors making it highly scalable across fleets.Read more

01 Quantum Inc. (formerly 01 Communique) has spent nearly a decade in quiet R&D, positioning itself as a first-to-market provider of software designed to protect the digital world from the existential threat of quantum computers.Read more

HIVE Digital Technologies Ltd. ( NASDAQ:HIVE - - Equities researchers at HC Wainwright raised their FY2025 EPS estimates for shares of HIVE Digital Technologies in a research note issued on Thursday, November 14th.Read more

Catalysts 94% of revenue comes from subscriptions, which is Docebo's core business. The e-learning services industry expects an annual growth of approximately 19% until 2030, which could provide strong tailwind.Read more