Software stocks have dropped into a bear market due to concerns about AI, but Nvidia CEO Jensen Huang says the market's reaction has been "illogical." Microsoft's generative AI copilots are gaining ...

Sharath Chandra Macha says systems should work the way people think. If you need training just to do simple stuff, ...

Software stocks are in a freefall. Adobe stock price continued its freefall this week, reaching its lowest level since April 2020. It has now erased all the gains made during the pandemic, while its ...

The software sector has shifted from a state of bearishness to “doomsday” sentiment. Jeffrey Favuzza of Jefferies' equity trading desk told Bloomberg, "We call it the ‘SaaSpocalypse,' an apocalypse ...

The two-decade reign of the seat-based software-as-a-service (SaaS) model is facing a major threat from AI agents—and software stocks are already feeling the pain. Customers paid for a software ...

Software stocks were dragged into bear market territory this week despite a better-than-expected quarterly update from industry leader ServiceNow. Investors question the sector’s future when ...

Even upbeat guidance from ServiceNow wasn’t enough to shake negative software sentiment. Software stocks have taken a beating in recent months, reflecting questions about whether artificial ...

Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows. The concern about the AI threat outweighed solid earnings from ...

CEO William McDermott stated that "Q4 results beat expectations handily, just like we have consistently for years now." He emphasized that subscription revenue growth was 21%, which was "1.5 points ...

ServiceNow (NOW) and SAP (SAP) are considered among the most “resilient” software companies, even as the major hyperscalers continue to dominate in artificial intelligence, BNP Paribas said. “We view ...

OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow's corporate workflows, enhancing capabilities in voice customer ...