Many Wall Street analysts still believe software businesses and investment theses are intact.

The race to dominate the burgeoning AI market is pushing tech giants to adopt business models reminiscent of IBM's in the ...

Tech analyst Dan Ives and Nvidia CEO Jensen Huang are pushing back against Wall Street's fear that AI will make software companies obsolete. They argue that AI actually relies on software and presents ...

The global flight simulation market has undergone a period of consolidation and adjustment following the release of Microsoft ...

Industrials and utilities lead the 2026 market as software faces pressure and AI capex-geddon risks drive sector rotation.

The bottom fell out of the sector last week. But fears have become overdone, according to Morningstar, and it's time to start buying.

Microsoft’s top sales executive told staff on Friday that the company was uniquely positioned to compete against a new OpenAI ...

Microsoft shared a tutorial on stopping Windows 11 from restarting during work using Active Hours, but users pushed back in ...

Investors can take a breather and assess whether there are opportunities to buy some beaten-down software stocks, after what some analysts believe was “indiscriminate” selling.

Efforts to stem large AI developers’ dependence on the company are picking up speed, though the chipmaker’s dominance remains ...

Anthropic has unveiled Claude Opus 4.6, an advanced AI model capable of conducting sophisticated professional tasks and working in coordinated teams.

Anthropic CEO Dario Amodei has warned that software engineering could become obsolete within the next 12 months as AI systems ...