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 ...

Mr. Ford is an essayist and a technologist. On weekday evenings, heading home on the subway from Union Square in New York City, I log into an A.I. tool from my phone and write a prompt. “Look at the ...

Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.

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 ...

At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...

Apollo Global Management’s John Zito left the audience of investors stunned. Addressing a gathering in Toronto last fall, he said that the real threat for private capital markets wasn’t tariffs, ...

Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows. The concern about the AI threat outweighed solid earnings from ...

Jan 27 (Reuters) - Enterprise artificial intelligence software provider C3.AI (AI.N), opens new tab is in talks to merge with software company Automation Anywhere, The Information reported on Tuesday, ...

Software companies’ pitch to investors could use an upgrade. Once a favorite of Wall Street, software stocks have been sliding lately, with investors increasingly concerned about how the sector could ...

With its advance toward continuous transformation, the Army is refocusing its force structure to prioritize a modernized weapon portfolio necessary for large-scale combat operations. The Army’s ...

Software is increasingly the key differentiator in robotic performance, enabling real-time reconfiguration and system optimization. AI-enabled perception technologies are improving safety, ...