AI agents like Claude Cowork have terrified software investors, but Salesforce’s early response looks encouraging.

Not all tech stocks are created equal, and recently, Wall Street has been treating software stocks and hardware stocks — ...

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

Even after its recent decline, Snowflake stock still looks expensive.

The penetration of artificial intelligence in American companies jumped from 6.6% in 2023 to more than 46% in 2026, due to ...

Some analysts think it's time to switch to software stocks. But exiting hardware is probably a mistake.

For investors, a wave of layoffs is likely to be a good thing, and layoffs among big tech companies at the end of 2022 and ...

As their stocks tank, software makers are rebranding themselves as A.I. innovators. Sparkle emojis are everywhere, but some efforts have been more successful than others.

On January 10, Yahoo Finance reported that concerns about “the death of software” because of AI may be greatly overstated. Analysts from Piper Sandler, Truist Securities, and DA Davidson pointed out ...

As the leader of Nvidia, Jensen is an incumbent in the industry, so he may be more likely to defend the existing hierarchy than a CEO of an AI start-up would, but software stocks have continued to ...

Welcome to the end of the world for Software-as-a-Service (SaaS) stocks – at least as we’ve known them. Recently, we’ve been watching those trades bleed out like a secondary character in a Tarantino ...