Intuit and other software leaders have suffered sharp re-ratings. Read why I focus on companies with durable business models and wide moats. Analyst’s Disclosure: I/we have a beneficial long position ...
Europe’s software companies are set for slower earnings growth than their hardware counterparts this year, compounding fears in global markets that artificial intelligence will reshape software firms’...
This discounted lifetime license to Microsoft Office Home & Business for Mac 2024 is a great alternative to pricey monthly fees. Not a fan of monthly fees for software like Microsoft 365? This de...
Technology startup Anthropic on Thursday launched what it called an improved artificial intelligence model, days after its product advances helped kick-start a selloff of traditional software stocks. ...
Eliminate subscription costs from your budget with this Microsoft Office and Windows 11 Pro deal. Efficient business practices boost bottom lines, and finding the right balance begins with using the r...
The release of an AI legal tool from Anthropic resulted in bloodletting for legal and business software stocks. The professional software you love may be next. If you read between the lines of a recen...
What was once a stable and profitable tech business now faces an existential question: What happens if AI tools and agents replace business software? In 2011, venture capitalist Marc Andreessen declar...
Software stocks are plunging as AI disrupts old business models. IGV ETF logs worst streak since 2020, with 20+ names down over 30% YTD. After dominating Wall Street for more than a decade, the softwa...
International Business Machines (IBM) is quietly—but decisively—reasserting itself as a durable growth story. Over the past six months, the stoc… International Business Machines (IBM) is quietly...
Three actions boards must take now. Open-source software sits at the core of nearly every business model. According to estimates from The Linux Foundation and Intel, 80-90% of modern application code ...
