Many software stocks have been struggling this year due to growing concerns that artificial intelligence (AI) will take over ...
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 ...
AlixPartners' AI Disruption Score reveals SaaS facing a structural reset, impacting private equity as AI commoditizes software sectors.
The pace of change surrounding artificial intelligence will undoubtedly affect software companies. The future of software is less clear today than it was a year ago, in our view, which informs our ...
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AI companies are rationing compute. That’s a boon for traditional software, one analyst says.
A closely followed iShares software ETF just had its best week in 25 years, as some believe the sentiment around AI may be ...
UpGuard Rated as the Leader in Third Party and Supplier Risk Management by G2 for 15 Consecutive Quarters Mountain View, California, April 10, 2026 /PRNewswire/ -- UpGuard, a leader in cybersecurity ...
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11 best software application stocks to buy now
On March 17, Orlando Bravo, Founder and Managing Partner of private equity firm Thoma Bravo, spoke with CNBC about the impact of artificial intelligence on the software sector. The conversation comes ...
It’s not just the stocks of software companies that are taking hits from worries about artificial intelligence. In the private credit market, where loans to software firms had become a favored sector ...
iShares Tech-Software ETF (IGV) dropped 23% year-to-date. Broader tech benchmark QQQ stayed flat. Salesforce, CrowdStrike, Unity, and ServiceNow all beat earnings but fell 26%, 21%, 59%, and 29% ...
CrowdStrike Holdings is an AI-integrated leader in a complex and high-stakes cybersecurity field. Snowflake is a crucial data layer for AI, making it an ally, not an adversary. Shopify's complete ...
AI agents can’t entirely replace most software yet, but software companies will have to adapt to stay competitive, says Daniel Newman, CEO of The Futurum Group. As artificial intelligence companies ...
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