Anthropic, a Generative AI company, introduced a new solution that would seem to put many enterprise software vendors at risk ...

When that break occurs, the mathematics behind the code moves instantly. Organizations, however, do not move so fast.

The magnitude of the sell-off raises a vital question for investors: if such substantial value was lost so rapidly, where exactly could it be redirected?

Goldman Sachs issues a grim shift warning for software stocks, but Bank of America says buy the dip in these 4 names as the agentic AI reckoning hits.

Software providers that won’t share data are creating unnecessary friction within the healthcare system and should be penalized, argues the Australian Medical Association.

Wedbush said Microsoft, Palantir, CrowdStrike, Snowflake and Salesforce are the five stocks to own amid what it calls the "software apocalypse." ...

Rick Sherlund says AI demand is driving essential capex, not a bubble—especially as enterprise inference surges.

The Wedbush analyst thinks there are still winners to be found among software stocks despite the recent sell-off.

SaaS provider says layoffs target non-revenue roles as it retools priorities, with costs weighing heavily on near-term ...

OpenAI’s new enterprise platform lets companies build and manage agents that sit on top of existing software, blurring the ...

The AI wake-up, and the death of software? Investors are ahead of the AEC software industry — and AI is changing the rules.

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