The work that remains, and continues to demand investment, includes system architecture, domain expertise, the relational ...

Huang said that because many AI agents will be doing work, they will be using "more tools than ever," keeping software ...

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

Snowflake CEO Sridhar Ramaswamy advises software firms to prove product value in the AI era, advocating usage-based pricing ...

Investment in generative artificial intelligence (GenAI) is ramping up at an impressive rate, with spending projected to grow at an annual rate of 36% through 2030. A Forrester study (commissioned on ...

Investors are betting big on infrastructure and “physical AI,” enticed by the prospect of new revenue opportunities.

AI advances have triggered a broad selloff in software stocks, but the market is mispricing infrastructure software alongside application software. While AI may disrupt some legacy infrastructure ...

Nvidia CEO Jensen Huang says fears around a possible “SaaSpocalypse” may be exaggerated, arguing that AI agents will still ...

The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week, as AI concerns punish the sector. New legal and marketing features from Anthropic's Claude ...

CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on ...

The selloff of business software continues on Wednesday as investors keep selling shares of companies that look like they could be on the menu Software ate the world. Now, investors are worried ...