A top-performing asset manager is warning that few software firms will survive the rapid growth of artificial intelligence – ...

Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will survive.

Gene Munster, managing partner at Deepwater Asset Management, believes companies facing AI disruption must aggressively ...

Wall Street's fears around artificial intelligence-driven disruption affecting software companies made their way to Asia and ...

But the sell-off turned into a meltdown last week after Anthropic ( ANTH.PVT) released an update to its Claude Cowork tool ...

It’s time for software CEOs to adopt new postures, new strategies and new market realities. Wall Street doesn’t believe your ...

Artificial intelligence is adding a new layer of uncertainty to the private credit industry, raising concerns that some lenders may face rising defaults.

The next big AI battleground will be centered on software for managing agents, helping businesses handle the growing suite of AI agents they’re using from different providers, as we reported today. On ...

Gift Article 10 Remaining As a subscriber, you have 10 articles to gift each month. Gifting allows recipients to access the article for free. Thoma Bravo has struck a $2 billion deal to buy Verint, a ...

Dayforce Inc., a human resources software firm that succeeded in one of the largest Minnesota public offerings, could be going private again. A Bloomberg News report, citing sources close to the ...