Computer science and engineering students at the University of Washington, spooked about AI, returned from spring break last week to a surprising email from the department head. “I’m reaching out ...

For more than 15 years, business software steadily came to dominate every industry sector of the economy. The advancement of enterprise software was relentless. This week, investors became very ...

Many private-credit fund managers are playing down their exposure to software as fears spread about threats from artificial intelligence. A detailed analysis revealed four large funds marketed to ...

Gartner expects enterprise software spending to reach $1.4 trillion this year. Microsoft is generating a growing mountain of cash, which provides ample funds to invest in AI innovation. ServiceNow ...

It’s not just the stocks of software companies that are taking hits from worries about artificial intelligence. In the private credit market, where loans to software firms had become a favored sector ...

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 ...

Arthur Mensch, CEO of Mistral AI, said more than 50% of current software in an enterprise could be replaced by AI. Software stocks have sold off on fears AI could eat into so-called software as a ...

Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will survive. “We ...

A quick scan of Pricefx’s website leaves little doubt how the company sees itself. “The #1 Leading Pricing Software” is splashed across its homepage. As is “Great Pricing Software Makes Dreams Reality ...

In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble. Even if you’ve never used these companies’ ...

Michelle Miller and her colleagues at AlixPartners warned of trouble brewing back in April. Now, software stocks have plunged on AI disruption concerns that Miller laid out many months ago. Here's ...

The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street. Data delayed at least 15 ...