In a market where growth is harder to generate, investors must become more selective about where they deploy capital.​ ...
A veteran high-yield debt investor isn’t excited about the prospect of a fat return on unloved software companies right now. ...
Software stocks sold off dramatically after months of underperformance. The losses stemmed from fresh fears that AI models could upend the industry. Analysts say that while AI does pose a competitive ...
Firmware and software updates are both essential for keeping your devices healthy. Here's how they're different and why you ...
Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...
New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...
Anthropic's new AI tools rattled software stocks this week. Companies could replace legacy software with AI built by companies like Anthropic. Investors are concerned about the threat of AI disruption ...
Andrej Karpathy discusses the transformative changes in software development driven by large language models (LLMs) and artificial intelligence, comparing the current era to the early days of ...