Software is rapidly reducing operating expenses for businesses. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on ...

Microsoft is a member of the "Magnificent Seven" group of stocks that has an outsize impact on the stock market due to its sheer size. It currently has a market capitalization of roughly $3 trillion, ...

While AI could create near-term headwinds to unit pricing, the brokerage firm argues that data and business logic moats remain robust and share prices have significantly over-corr ...

These two companies have averaged annual gains of more than 50% over the past five years -- and they're still growing.

Moves show investors are returning to software stocks, looking past AI-disruption fears. ・Intuit shares gained 17.6% last week. Closely behind, ServiceNow stock advanced 15.2%. ・Stocktwits sentiment ...

As investors debate whether artificial intelligence will ultimately make large portions of the software industry obsolete, it is becoming increasingly important to separate which types of software are ...

Investors are punishing the cloud hyperscalers over rising infrastructure budgets. Some SaaS businesses are trading at valuations that appear unsustainable. AI models from Anthropic and OpenAI are ...