Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.

Edith Harbaugh is the CEO and Co-founder of LaunchDarkly.

AI stocks have been volatile. Nvidia earnings and GTC conference are on tap. Apple remains an enigma while Microsoft has under-performed.

AI coding tools have enabled a flood of bad code that threatens to overwhelm many projects. Building new features is easier ...

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

Mistral AI clinched its first acquisition as the French artificial-intelligence major looks to iron out its processes and ...

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

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

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

Business is booming for these tech companies.

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 ...

In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble. Even if you’ve never used these companies’ ...