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 ...

AI-native software providers will challenge traditional SaaS. Rising AI infrastructure costs present a challenge. More native-AI vendors mean more choices for smaller businesses. Prepare to see more ...

There are plenty of programs based on algorithms that can appear like AI, but in reality, have nothing to do with it.

I am sure it is no news for you that software stocks have been through their worst non-recessionary drawdown in 30 years. The iShares Expanded Tech-Sector ETF (IGV) plunged 28% from its September high ...

The Internet Software and Services space is gathering momentum owing to robust IT spending on solutions that support hybrid operating environments. Outstanding penetration of mobile devices among ...

Forbes contributors publish independent expert analyses and insights. Peter Bendor-Samuel is founder & executive chairman of Everest Group. This voice experience is generated by AI. Learn more. This ...

Anthropic is in talks with Blackstone and other private equity firms to form a joint venture that would embed its AI across their portfolio companies, The Information reported. Diversified PE firms ...

Q1 2026 earnings call recap: revenue, EPS, ARR, AI innovation, ShareFile integration, churn risks, and 2026 guidance—read now.

Software stocks dragged the tech sector lower on Tuesday. Nvidia CEO Jensen Huang weighed in, saying fears of AI disruption are "illogical." The software-led rout marks a rotation into other parts of ...

Fears of AI disruption have hit stocks like Microsoft, Adobe, and Salesforce. Nvidia CEO Jensen Huang believes that software won’t be replaced by AI -- it will be improved. Investors are worried that ...

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