AI isn't as big of a threat to this company that benefits from strong network effects.

On a long-term chart, the damage goes back much further. ADBE peaked in late 2021, made another run that petered out in early 2024, and is now nearing 2019 levels again. Investors have been waiting a ...

Microsoft's expanding Copilot ecosystem and enterprise software reach will make it one of the biggest beneficiaries of artificial intelligence (AI) software monetization in 2026.

AI jitters tanked software stocks this year, but Deutsche Bank says fears have peaked. The firm upgraded its software rating ...

As contracts end, shift budget from SaaS seats to a small team, part-finance part-engineering, that owns this agent. Keep ...

The impact of artificial intelligence on the software industry will not be severe enough to cause a sector wide wave of ...

AI isn’t the end of software; it’s the beginning of a new era.

Unity (U) upgraded to Buy: 10% revenue growth, strong AI-powered ads, and margin leverage. Read more on what investors should ...

Fears that AI will disrupt the software sector may be overblown for two key reasons.

Software stocks have bounced off their lows, and a D.A. Davidson analyst recommends focusing on those with compelling growth rates.

There is real disruption happening as a result of vibe coding, but it is not as simple as many headlines suggest.