Less than four months into life as a public company, Bending Spoons got a big vote of confidence this week from Berkshire ...

Amazon's TorchNeuron software runs code written in PyTorch, the open-source framework used by many AI developers, on its Trainium chips after a basic configuration change. Amazon is opening it to all ...

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. ...

On the eve of Salesforce's latest earnings report, CEO Marc Benioff invited Workday CEO Aneel Bhusri over for drinks. Both men run companies squarely in the blast radius of a debate that has taken ...

Software's artificial intelligence troubles don't appear as though they will let up anytime soon, following the sector's slide after Anthropic's latest product and revenue updates. Software is down ...

Constellation Software has experienced a historic 55% drawdown, now trading at a 10-year low P/FCF of 15.4x despite robust free cash flow. AI-driven 'vibe-coding' threatens CNSWF’s niche moat by ...

The 2026 software sector selloff is a market overreaction; AI strengthens, not destroys, high-quality incumbents with orchestration, proprietary data, and workflow integration. AI-driven monetization ...

You're currently following this author! Click to unsubscribe from email alerts. Big Tech is continuing to bounce back after a brutal sell-off. Wall Street's fears of AI-related disruption drove a sell ...

Compare the best project management software in 2026. Review pricing, AI capabilities, and features for different team sizes.