AlixPartners analyzes software companies' AI risk with a new AI Disruption Score. The software industry faces a $40 billion debt wall in 2028 that must be refinanced as AI bites. SaaS revenues could ...

In a podcast interview, Google CEO Sundar Pichai shared concerns about AI's effects on software security. Pichai said AI models are "going to break pretty much all software out there." Google's threat ...

Selloff spills beyond US, drags down European names Wall Street rethinks one of its favorite trades Private credit stress sours sentiment further April 9 (Reuters) - U.S. software shares tumbled on ...

Reaper offers nearly all the features and flexibility of powerhouse digital audio workstations at a fraction of the cost.

Citi Research downgraded six application software stocks to Neutral from Buy as it contends AI concerns are likely to intensify in the months ahead. "We believe most of these are good companies and ...

Software companies nearly across the board were bleeding on Thursday, with cybersecurity names hit the hardest amid persistent fears of AI disruption and a shaky geopolitical backdrop. "If Mythos is ...

AI specialists have concerns about SchedMD acquisition Nvidia's past acquisitions raised similar concerns, sources say Slurm is crucial for AI model building and supercomputer tasks TORONTO/SAN ...

In short: IBM and Arm announced a strategic collaboration on 2 April 2026 to enable Arm-based software to run on IBM Z and LinuxONE mainframes, the platforms that process the bulk of the world’s ...

How agentic AI will change the way software is developed and managed. In partnership withSoftServe Software engineering has experienced two seismic shifts this century. First was the rise of the open ...

AI firms are shifting from per-user fees to charging for work done. Software firms selling "units of labor" instead of seats can tap new budgets, Goldman Sachs says. It comes as high costs of building ...

Oracle (ORCL) is up 30% in a week; Alphabet (GOOG) trades at 30.7x trailing P/E. Dr. Michael Burry and other smart money managers are buying battered software stocks as valuations hit historic lows, ...

Anthropic’s Project Glasswing will bring together a group of vendors to help define how AI resources will be protected from cyber threats. Cisco is joining Anthropic’s Project Glasswing initiative, ...