By now, everyone should have access to the full year 2025 earnings press release, which was issued this morning at approximately 8:00 a.m. Eastern Time. This release is available in the Investor ...

The headlines have been hard to ignore. Microsoft says roughly 20–30% of code in its repos is now written by AI. Claude ...

When NVIDIA CEO Jensen Huang took the stage at the SAP Center in San Jose yesterday, he delivered a two-and-a-half-hour ...

AI-driven software disruption fears are overblown; SaaS firms may thrive with AI. Enterprise DIY software projects often fail, benefiting established SaaS vendors. AI startups struggle against SaaS ...

The golden age of unbridled spending on AI software might be behind us, as vendors say it’s a lot harder to make a sale than it used to be. Last year represented something of a boon era for vendors ...

RingCentral and Five9 rallied on the back of strong fourth-quarter results, bucking the recent downtrend in software stocks. Both customer service software firms said AI has helped their businesses ...

AI teammates with face, voice, vision, and persistent memory built for enterprises to enable human-like collaboration, ...

There is a growing belief that AI will dramatically reduce the need for experienced software engineers. It won’t. The demonstrations are compelling. We see AI connected to Figma for design context, ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

Software stocks have seen a huge run-up over the last 15 years. Some software stocks were due for a breather. While some software stocks are oversold now, others remain overvalued. So, what's causing ...

Mistral AI clinched its first acquisition with the purchase of infrastructure startup Koyeb as the French artificial-intelligence major looks to iron out its processes and bolster computing ...