Jensen Huang called the sell-off "the most illogical thing in the world." He's not the only one who has qualms with Wall ...
Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.
I see it’s the organizations that make trust, documentation and automated policy enforcement part of their development ...
Microsoft AI CEO says vibe coding is lowering the barrier to building apps, raising questions about how defensible software will be.
Software companies aren't feeling chummy with AI companies these days. But the best way forward for both sides could be ...
After falling 26% in three months, Microsoft looks oversold.
Software stocks have been sharply oversold on AI disruption fears, creating compelling value opportunities for patient ...