It’s been a fruitful decade for Software as a Service (SaaS) stocks, as businesses and individuals raced to access exciting new offerings like the cloud, but for many the skies are quickly darkening.

Investors are rewarding the firms that power AI's infrastructure, not those just layering AI onto existing tools.

Software companies are facing a reckoning as AI lowers barriers to entry. Experts share how to find winners in an evolving competitive landscape. Salesforce's stock has fallen this year, and investors ...

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look ...

A hot topic on Wall Street these days is how software-as-a-service companies will be able to make money off their offerings. Microsoft CEO Satya Nadella shared some thoughts in response to an analyst ...

Investors worry that generative AI will disrupt software business models. These companies could fend off the threat.

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LONDON, Aug 22 (Reuters Breakingviews) - Venture capitalist Marc Andreessen claimed in a famous 2011 essay, opens new tab that software was eating the world. Fourteen years later, yesterday’s ...

As general-purpose software shows limitations in addressing specialized needs, vertical solutions—tools designed for a specific industry or business function—are emerging as powerful drivers of ...