Software stocks had a brutal week, aside from a Friday rally, extending what has been a rough year for the industry. I touched base with our tech columnist, Ali Barr, the best I know on AI business ...

The business model of technology and software providers has changed significantly over the last decade, reflecting how digital services are now consumed and valued. What was once built around selling ...

Roundtables with senior business leaders in San Francisco and New York revealed a consensus: AI isn't just threatening SaaS, ...

Microsoft proposes a novel approach to safeguard the Software as a Service (SaaS) business model amidst AI advancements. The ...

For much of the decade after the great financial crisis, the software trade was among the simplest and most profitable calls on Wall Street: buy scalable software franchises priced for high recurring ...

Large language models are advancing rapidly, delivering AI agents and enabling the creation of lightweight, task-specific applications in days rather than months. Market concerns have manifested in ...

Software stocks resumed their AI-driven slump Thursday as investors grappled with Anthropic's announcement it had developed a ...

At its core, the approach is about flexibility. Processing resources can be allocated dynamically as production needs change.

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...