Some sectors in the S&P 500 have valuations out of step with their history. That doesn't mean the shakeup will stop soon.

Software stocks have all declined in value as analysts reassess the impact of AI on the industry. These two companies have wide moats and broad portfolios of increasingly integrated software. Their ...

ERP has traditionally been treated as a one-time transformation followed by years of stability, a model that is increasingly incompatible with modern business.

SAP SE's cloud revenue is growing strongly, offsetting declines in legacy on-premise revenue. Click here to find out why SAP ...

Software stocks saw a $2T sell-off. Learn the two conflicting market scenarios and which resilient software stocks could win ...

Chris Wedel is a fan of all things tech and gadgets. Living in rural Kansas with his wife and two young boys makes finding ways to stay online tricky — not to mention making my homestead smarter.