Microsoft is a member of the "Magnificent Seven" group of stocks that has an outsize impact on the stock market due to its ...

The Internet of Things company reports better-than-expected earnings for its fiscal fourth quarter.

AI is not an existential threat to every single software company. Here are the companies most likely to come out of this as ...

AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.

SoundHound AI is growing at a lightning-fast pace, but its stock isn't cheap.

This company is integrating AI into its software suite and developing new agentic services. It expects strong revenue growth and operating margin expansion through the end of the decade. It looks ...

While the market hovers near all-time highs, not every group of stocks has been a winner. In fact, there has been a brutal ...

A top-performing asset manager is warning that few software firms will survive the rapid growth of artificial intelligence – which could potentially automate most of their services. Nick Evans, a ...

Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

The recent debate involving Anthropic and the Pentagon highlights a deeper shift: frontier artificial intelligence systems are becoming strategic infrastructure.

HOUSTON—Nvidia CEO Jensen Huang told thousands of engineers at Dassault Systèmes’ 3DEXPERIENCE World, "Everything will be ...

[Note: The revenue figures for Generative AI platforms and applications and total AI software have been updated since this press release was originally issued on October 31, 2023.] A recent IDC survey ...