Fears that AI will disrupt the software sector may be overblown for two key reasons.

March 12 (Reuters) - Oracle's Mike Sicilia is the latest software CEO to wade in to the debate on whether artificial intelligence tools that heavily automate human tasks will mean the demise of his ...

AI jitters tanked software stocks this year, but Deutsche Bank says fears have peaked. The firm upgraded its software rating on strong earnings.

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.

Venture capitalist Chamath Palihapitiya said that his software company's AI costs are tripling every 3 months but his ...

In GenAI’s third year, software vendors are getting more nuanced with the AI wares they are bringing to market, with an emphasis on more integration. These 20 companies are at the forefront of helping ...

On the Feb. 9 episode of The Morning Filter, David Sekera and Susan Dziubinski discuss last week’s pullback on software stocks and what investors need to know about artificial intelligence’s unending ...

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 ...

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 ...

IT stocks globally have been under pressure for months, due to fears of AI affecting future business growth. The latest crash in prices comes on the back of Anthropic rolling out new legal tools for ...

Oracle proved most analysts wrong as the company posted strong quarterly results. The company's Q3 FY2026 results surpassed ...

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 ...