Investors continue to debate why software stocks have taken a beating. The real reason may be incredibly simple.

When AI agents commenced performing intricate tasks such as legal research and document drafting, investors swiftly grew ...

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

Analysts maintained their long-term bullishness on Cadence Design Systems, calling fears of AI disruption overblown.

OpenCode creator Dax Raad argued it isn't necessarily a good thing that AI is lowering the cost of production for companies.

The recent plunge in software stocks is another reminder that AI is rattling through the economy, setting off rapid change and disruption wherever it goes.

But the sell-off turned into a meltdown last week after Anthropic ( ANTH.PVT) released an update to its Claude Cowork tool ...

The impact of AI on software is showing up both on the engineering side and in the economics of the industry. Tools that automate coding are altering productivity assumptions, while AI-driven ...

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

"The big model makers want to create a world in which all of the data for all of the enterprises is easily available to them, ...

Business is booming for these tech companies.

Software stocks are cratering over fears of rising capital expenditures and artificial intelligence (AI) bubble concerns.