Investors are rewarding the firms that power AI's infrastructure, not those just layering AI onto existing tools.

Investors worry that generative AI will disrupt software business models. These companies could fend off the threat.

It’s been a fruitful decade for Software as a Service (SaaS) stocks, as businesses and individuals raced to access exciting new offerings like the cloud, but for many the skies are quickly darkening.

Software companies are posting solid growth, but investors remain worried about the impact of AI on companies like Adobe and Salesforce.

Software companies are facing a reckoning as AI lowers barriers to entry. Experts share how to find winners in an evolving competitive landscape. Salesforce's stock has fallen this year, and investors ...

Generative AI is reshaping enterprise software, challenging traditional SaaS models. AI agents are evolving from assistants to core applications, affecting midmarket companies. Midsize SaaS vendors ...

Tech companies are giving the world artificial intelligence — but ironically, the tech sector itself is among those now feeling the most pain from AI. The rise of AI tools that can write and develop ...

A hot topic on Wall Street these days is how software-as-a-service companies will be able to make money off their offerings. Microsoft CEO Satya Nadella shared some thoughts in response to an analyst ...

Software spending among companies is declining, and software revenue as a percentage of US GDP has started to ease off Read ...

Software is truly everywhere in the modern world. From streamlining workflows to making phone calls to following navigation routes in a car, the list continues—and so does the industry’s growth. By ...