Orlando Bravo says some software names hit by AI deserve a valuation cut

The Thoma Bravo co-founder said Monday that some of the software stocks getting hit by the AI wave deserve the lower ...

Charts reveal the software companies that rely most on stock-based compensation

Check out rankings on software companies based on stock-based compensation as a percentage of revenue.

Orlando Bravo says many software companies will be disrupted by AI

Thoma Bravo co-founder Orlando Bravo said that many software companies will be hurt by artificial intelligence. “There are many, many software companies in the public markets that will be disrupted ...

Goodfirms Survey: 91% of Software Companies Use AI to Cut Development Costs in 2026

Goodfirms research reveals AI boosts efficiency in custom software development, redefining how companies manage budgets, timelines, and talent.Las Vegas, March 17, 2026 (GLOBE NEWSWIRE) -- Goodfirms, ...

The Speculation That AI Will Eat Software Companies, Let’s Clear It Up: ServiceNow CEO Pushes Back on IGV’s 23% Collapse

The software sector is having a moment, and not the good kind. iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) has ...
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Elon Musk Unveils ‘Macrohard,’ an AI Built to Replace Software Companies

Elon Musk unveils “Macrohard,” a Tesla and xAI AI system designed to perform complex computer tasks and potentially replicate the functions of software companies.

Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies

Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.