Modernization has always been a question of when. Increasingly, it's becoming a question of who is ready to move first.

Shares of Microsoft and ServiceNow are trading at attractive prices after the steep sell-off in software stocks.

A bear market for software stocks translates into an opportunity for value-seeking, long-term-minded investors.

Large language models have been pitched as the next great leap in software development, yet mounting evidence suggests their ...

OpenAI has launched a new Codex desktop application as it looks to strengthen its position in the fast-growing market for ...

In 1983, Bill Gates rejected the AI hype and championed “softer software” ...

Following a significant plunge in software valuations, Morgan Stanley sees a rare buy-the-dip opportunity in resilient leaders like Atlassian, Shopify, and Palo Alto Networks.

The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.

Despite rapid generation of functional code, LLMs are introducing critical, compounding security flaws, posing serious risks for developers.

Bank of America believes that investors are unfairly pricing in a growth shock for SAP that is unlikely to occur.

Many of the top-performing AI stocks last year have retreated. But there are bright spots. Nvidia earnings are due Feb. 25 ...