Block's Ecosystem Expansion and Bitcoin Payment Capabilities Redefine Moat Strategy
ByAinvest
Thursday, Feb 5, 2026 11:37 am ET1min read
IT--
Gartner's Q4 earnings and 2026 guidance sparked concerns about the company's future growth due to cautious enterprise spending, macroeconomic headwinds, and pressure from AI tools. The appointment of AI expert Daniela Rus to the board signals a greater focus on AI within Gartner's governance. Investors are watching how Gartner adapts its products and value proposition to address changing buyer behavior, particularly with the incorporation of AI into its research, consulting, and data products.
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