Jensen Huang's $78 billion April guidance number and Marc Benioff's AI monetisation roadmap have given tech bulls their first ...

Dan Ives says Wall Street is underestimating software's role in the AI boom, calling the skepticism "disconnected." ...

Instead of falling victim to the technology, software’s established players have every shot at leveraging it to their own advantage.

Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.

The Google- and Amazon-backed AI startup fueled a global selloff in software stocks earlier this month.

Workday, Salesforce, Snowflake, and Intuit all report earnings this week.

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.

AI fears have slammed software valuations fast, but the selloff is starting to throw off clearer signals. Here’s what’s changed, why the market repriced first and where the most compelling ...

For the past two decades, most SaaS products have worked similarly under the hood. A user clicks a button or fills out a form ...

Another day, another sharp sell-off in software stocks. The sector has become a popular lightning rod for tech bearishness.

Angst is rising in the global software industry, as reflected by the S&P Software & Services Select Industry Index, down 21% year to date. Bellwether stocks are also slipping, such as Salesforce Inc. ...