We gather data from the best available sources, including vendor and retailer listings as well as other relevant and ...

Salesforce (CRM) drops 8.6% as AI disruption fears hit software stocks; see analyst ratings, growth outlook, and key ...

Built natively on Microsoft Azure AI Foundry, the new onboarding module automates the most manual step in channel management and partner ecosystem management -- replacing spreadsheet-based activation ...

Disruption will happen at the margins, but for the truly embedded software businesses, AI is less a threat than potentially a ...

Software stocks set to rebound as valuations compress, says Seaport ...

Investing.com - BMO Capital lowered its price target on Rubrik Inc (NYSE:RBRK) to $70 from $105 while maintaining an Outperform rating on the stock. The firm cited compression in software multiples as ...

French private equity firm Ardian said it may avoid certain types of private credit investments in software as the sector grapples with the challenges posed by the disruption from developments in ...

When you don't know what to pay for a stock you tend to sell it. Right now, we have people selling technology shares left and right because they are unsure of what they own and what it might be worth.

The software sector has recently been hammered by the release of increasingly capable AI agents. Whether AI is a disruptor or enhancer for the software industry is up for debate. Two prominent Wall ...