Bentley Systems is riding a shift in how roads, bridges, and utilities are designed and maintained, as owners move from one-time software purchases to always-on tools that help monitor and manage assets over time. The big question is whether faster cloud and “digital twin” adoption can outpace competition and slow-moving government buying cycles.Read more

SpaceX’s public debut has plenty of buzz, but the core business still looks like a costly, hardware-heavy operator where profits may stay slim. Starlink growth and government work could help, yet competition, regulation, and the uncertain payoff from ties to xAI could keep expectations in check.Read more