Many software stocks have been struggling this year due to growing concerns that artificial intelligence (AI) will take over ...
There's a difference between AI software and intelligent software—and most of the industry is building the former and ...
Software stocks have always been expensive, up until a few months ago. Stocks like Procore Technologies (NYSE:PCOR), ...
Imagine a business franchise with such strong pricing power that it can raise prices by as much as 4x to 5x while giving ...
These two closely followed AI companies are set to report their latest results, and investors will be watching closely to see ...
Fears of AI replacing software companies have caused a 'SaaSpocalypse'. That represents a buying opportunity for ...
In a 2026 market that had Microsoft down close to 20%, looking for opportunities to buy after big drawdowns is coming to more ...
We break down which companies are at risk and which could thrive in the AI era.
For decades, companies paid others to manage their data. Now the leverage is shifting, and enterprise software is under threat. Phenom outlined what comes next.
“People think we have our back against the wall,” but customers aren’t replacing its offerings with AI, the CEO says.
AI firms are altering software pricing models, moving from per user fees to work-based charges.