Salesforce has underperformed, but the recent AI startup fears are overblown, and the current dip is a buying opportunity.

AI may crush SaaS pricing power even as Nvidia benefits. A new report warns software firms face structural risks from ...

ServiceNow is still delivering strong growth and stepping up its buyback, but AI uncertainty is worrying investors.

BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.

THE stock market can’t make up its mind. On the one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure. Tech giants such as Amazon ...

Shares in numerous software companies have dropped after artificial intelligence firm Anthropic released new agentic AI tools, leaving some investors worried about the future of traditional ...

AI firm Anthropic’s launch of an update to its Claude AI has led to a stock market drop, leaving AI investors worried.

Artificial intelligence (AI) is reshaping how enterprise software platforms are deployed. Palantir's growth suggests the company's AI platform is capturing accelerating interest in the enterprise ...