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. ...

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 ...

Software stocks have lost their valuation premium, with the sector shedding roughly 5 points of P/E as agentic AI raises questions about its long term terminal value. I see the sell-off as overdone, ...

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 ...

The Slate truck doesn't just lack an infotainment system. The base version of the EV also skips a radio, speakers, power ...

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.

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 ...