Software stocks popped in what investors might view as the start of a bigger rebound, but some analysts warn it's unlikely to ...

As organizations across industries race to integrate advanced AI capabilities into their mission-critical systems, the stakes for software security have ...

The benchmark has risen for eight straight sessions and is now back where it was before the start of the Iran war ...

Angst is rising in the global software industry, as reflected by the S&P Software & Services Select Industry Index, down 21% year to date. Bellwether stocks are also slipping, such as Salesforce Inc. ...

Salesforce and Microsoft envision an AI future in which businesses still need their platforms — they just use them ...

Oracle is introducing a new class of enterprise applications powered by teams of AI agents that are designed to fully own ...

Analysts see opportunities in shares of cybersecurity, infrastructure and HR software companies Investors can take a breather and assess whether there are opportunities to buy some beaten-down ...

The computing landscape wouldn't be where it is today without this pioneer.

The fifth member of the laggards in 2025 was Constellation Software, another business that Giverny Capital has owned since our inception. Constellation declined 22% for the year, even though I believe ...

Over the past decade, the Department of Defense has tested internal software development through efforts like the Air Force’s Kessel Run, the Army ...