CoZip, a compression and decompression (unpacking) software that uses the GPU to perform extremely fast compression processing, has been released by bea4dev. It is developed as open source and an ...

During this period, software stock prices fell 25% while chip stocks gained 15%. "Investors widely assume that valuations have collapsed in software, but have been spared in semis," Golub wrote. "This ...

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 ...

The software sector has recently been hammered by the release of increasingly capable AI agents. Whether AI is a disruptor or enhancer for the software industry is up for debate. Two prominent Wall ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

Investors are punishing the cloud hyperscalers over rising infrastructure budgets. Some SaaS businesses are trading at valuations that appear unsustainable. AI models from Anthropic and OpenAI are ...

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 ...

A new wave of agentic AI tools is hitting software stocks where it hurts: per-seat economics. Investors are pricing a scenario where companies don’t need 1,000 SaaS licenses if a handful of AI agents ...

At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...

Software companies’ pitch to investors could use an upgrade. Once a favorite of Wall Street, software stocks have been sliding lately, with investors increasingly concerned about how the sector could ...

Dianna Gunn built her first WordPress website in 2008. Since then, she's poured thousands of hours into understanding how websites and online businesses work. She's shared what she's learned on blogs ...