Nvidia's CEO is one of the biggest bulls on AI, but even he thinks it's a bit of a stretch to think that the software industry is headed straight to zero.

Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.

By Siddarth S Feb 10 (Reuters) - Concerns that artificial intelligence could disrupt large parts of the software industry ...

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.

Having skin in the game has never hurt so much, at least for some of the software industry’s wealthy founders and executives.

Investors fear Claude Cowork’s new agentic features threaten entire categories of SaaS tools. Tech workers have been worried ...

What was once a stable and profitable tech business now faces an existential question: What happens if AI tools and agents ...

The sell-off in software stocks could be an incredible buying opportunity for long-term investors.

Speaking at a Qualcomm event, the IT minister noted that companies must adapt from traditional software solutions to AI-based offerings.

The negative sentiment is reaching extreme levels,” wrote Jefferies analysts of last week's software stock sell-off.

The Zacks Internet Software industry comprises companies offering application performance monitoring, infrastructure and application software, DevOps deployment, and Security software. Industry ...