March 12 (Reuters) - Oracle's Mike Sicilia is the latest software CEO to wade in to the debate on whether artificial ...
AI jitters tanked software stocks this year, but Deutsche Bank says fears have peaked. The firm upgraded its software rating ...
CRN’s list of the 50 hottest edge computing hardware, software and services companies of 2025 includes some of the most innovative AI, cloud, chip, networking, server, storage and infrastructure ...
In a world where AI can easily perform financial analysis, Datarails is betting that governance of data and financial models will be its key differentiator ...
Fears that AI will disrupt the software sector may be overblown for two key reasons.
If you’re like many investors who held software stocks at the core of the portfolio, you may have hesitated when Anthropic released its Cowork agent earlier this year. Whether it’s Claude Code, the ...
Venture capitalist Chamath Palihapitiya said that his software company's AI costs are tripling every 3 months but his ...
The software sector is having a moment, and not the good kind. iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) has shed nearly 23% year-to-date, with a 16% drop in just the past month. The ...
Investors had grown weary that the massive run-up in spending on AI hardware might not be sustainable, stoking fears of a bubble building in the sector.
Investment in generative artificial intelligence (GenAI) is ramping up at an impressive rate, with spending projected to grow at an annual rate of 36% through 2030. A Forrester study (commissioned on ...
Away from the spotlight, smaller software companies are joining behemoths like Apple, Google and Microsoft to power technology with ubiquitous accessibility features. Like most of today’s world, code ...