For decades, software companies and services firms have made poor partners. There are very few examples of software ...

The software correction has been relentless. Charts continue trending lower, and investor confidence has started to crack.

Here’s how Lovable is letting anyone turn an idea into a working product.

Nassim Taleb predicts AI's impact on tech stocks will lead to bankruptcies, and warns that stock gains of recent years could ...

Google rolled out a brand new experimental AI tool last Thursday called Project Genie. By Friday, video game stocks were tumbling as a result. Gaming industry giants like Unity Software, Roblox, ...

AI hype has triggered millions of people and many corporations to dabble in AI with some launching full-blown applications.

Amid the strong earnings, CEO Jensen Huang addressed growing concerns that agentic AI could disrupt traditional software companies. “I think the markets got it wrong,” Huang said, pushing back against ...

It’s no secret that software has undergone a profound shift. Much of the value users receive no longer comes from seats or licenses. Increasingly, the value is created behind the scenes—in background ...

AI-disruption fears are overblown, as the software growth already slowed from mid-2021 to end-2022 after a pandemic pull-forward tailwind. Click to read more.

IGV and IGPT ETFs, once closely correlated, have diverged sharply as AI disruption fears weigh on software and favor chipmakers. IGPT's August 2023 strategy shift increased semiconductor and AI ...

Just hours after Nvidia posted another blockbuster quarter, Huang pushed back against the idea that so-called agentic AI will cannibalise the software industry. Instead, he said, AI agents will rely ...