Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

Soon, users will simply ask an AI to do the things they previously did through SaaS subscriptions. Voilà: No more need for ...

A trillion dollars of market value has vanished on the assumption that AI agents will make enterprise software obsolete. That ...

The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market ...

The software sector is in turmoil. Is the worst to come, or is this a generational buying opportunity?

Not only are we less clear about who is developing software, but we are also less confident about our total inventory of ...

The software sector has taken a massive beating on Wall Street over the past few months on fears that AI is destined to roll over the segment. The thinking is that Anthropic, OpenAI, and other AI ...

The impact of AI on software is showing up both on the engineering side and in the economics of the industry. Tools that ...

Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at ...

If you’ve ever worked in an office, you’re likely familiar with the human resources department. It deals with benefits, compensation, onboarding, and a wide range of other functions related to ...

When you think of asset management, you likely picture large equipment or electronic devices being physically tagged and tracked by asset monitoring software. However, many of these platforms can ...