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AlixPartners analyzes software companies' AI risk with a new AI Disruption Score. The software industry faces a $40 billion debt wall in 2028 that must be refinanced as AI bites. SaaS revenues could ...
After the SaaSpocalypse: Kyrylo Seliukov on What the New Enterprise Software Stack Actually Requires
In the first five days of February 2026, the software sector shed nearly $300 billion in market value. The trigger was not a recession, but a structural shift. The launch of agentic AI platforms ...
Nvidia dominated tech news this week, as its hold on the artificial intelligence factory boom only tightened at its annual GTC conference in San Jose. It introduced a raft of updated chips and ...
Traditionally, vehicle original equipment manufacturers (OEMs) have sourced the needed boxes from their best suppliers, plugged them together, and—voilà—they produced a vehicle packed with technology ...
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 ...
“Generative AI is reshaping how computing systems are designed, optimized, and built, yet research remains fragmented across software, architecture, and chip design communities. This paper takes a ...
I am sure it is no news for you that software stocks have been through their worst non-recessionary drawdown in 30 years. The iShares Expanded Tech-Sector ETF (IGV) plunged 28% from its September high ...
Blue Owl Capital-owned data center company Stack Infrastructure Inc. is seeking a loan of around A$3 billion ($2.1 billion), according to people familiar with the matter, as it accelerates development ...
Add Yahoo as a preferred source to see more of our stories on Google. When you buy through links on our articles, Future and its syndication partners may earn a commission. Credit: Disney The Disney ...
ServiceNow, Shopify and Twilio are stocks that appear to stand out in this beaten-down sector, but some believe it's too soon to buy There are many stocks in the beaten-down software sector that are ...
January is the season for audits. We audit our finances, our habits, and our wardrobes. But for anyone running a revenue team, the most critical audit you can perform right now is on your software ...
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