The Tech Download: Software was going to eat the world. Now it’s facing an 'existential' crisis

Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector.
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Nvidia's Jensen Huang Says Agentic AI Has Arrived at an 'Inflection Point'

Agentic AI is all about software acting independently. It's a prelude to physical AI finding a home in robots.

Tech bull Dan Ives says Wall Street's software skepticism is 'the most disconnected call that I've ever seen'

Dan Ives says Wall Street is underestimating software's role in the AI boom, calling the skepticism "disconnected." ...
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Want to buy the dip on software tech stocks like Palantir, Microsoft, and Oracle? Consider this BlackRock ETF.

Software shares have generally been a drag on broader tech sector gains. AI is disrupting the enterprise software-as-a-service business model. ETFs can be a smart way to take advantage of an ...

S&P 500 futures show minor gain at open but software still struggling to rally

S&P 500 futures continue to show the Wall Street barometer may recover a small portion of Monday's 1% slide. Some of the big tech names are helping underpin the market, with Nvidia, Microsoft and ...

Fund Beating 99% of Peers Sees Few Software Firms Surviving AI

Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential ...