Despite the AI-driven software stock meltdown, America’s largest corporations aren’t ditching their core business software just yet. Instead, they’re using the moment to squeeze better deals from ...

AI is shifting focus to physical assets, boosting investment in manufacturing, robotics, and logistics. Travis Kalanick's comeback is called Atoms for a reason. Big tech is investing in data centers ...

Software companies with deep data and customer relationships can thrive, while those whose products can be automated by AI face serious risk. Software stocks plunged over the last three months or so, ...

Shield AI has agreed to acquire simulation software company Aechelon Technology as part of efforts to expand its technological capabilities. The San Diego-based defense and aerospace technology ...

Salesforce's AI business is scaling rapidly, with Agentforce reaching annual recurring revenue of $800 million. The number of large deals is also increasing, highlighting rising enterprise demand for ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. The same AI security conversation is playing out in boardrooms and executive suites around ...

The software industry has reached a critical juncture as artificial intelligence threatens to upend how companies generate revenue, some analysts believe. And because of this shift, analysts at ...

Software stocks dropped on Tuesday after a report on new AI tools from Amazon.com Inc. rekindled the disruption fears that have roiled the sector in the past few months. Amazon’s cloud-computing arm, ...

A number of semiconductor and AI-related software stocks were dropping during Thursday trading amid a broader sell-off in the technology sector. The Philadelphia Semiconductor Index (SOX) had declined ...

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On one hand, I love technology in all its manifestations, and I flatter myself that I’m reasonably up to date with what’s happening in this space. On the other hand, when it comes to actually using ...

Apollo's Co-Head of Private Equity David Sambur said the worst is yet to come for software stocks. Sambur said investors continue to question the sector's revenue and gross margin models given ...