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Why Mega-Cap Tech's Rate Immunity Is Fading
Jun 6, 2026
The violent drawdown sweeping across tech—cleaving over 4% from the Nasdaq today—is not a crisis of technological innovation. It is a mathematical reckoning. Investors are stripping the premium from l
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SaaS Multiple Compression and the Rise of Vertical AI
May 26, 2026
The broader software sector is undergoing a violent bifurcation. Since early 2025, median revenue multiples for software firms have compressed from above 7x to below 5x calcalistech . But beneath the
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