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

Despite recent leadership uncertainty and a brutal sell-off, the software giant's underlying business is quietly picking up ...

BigBear.ai operates on a much smaller scale, but revenue is expected to climb 22% next year. While computing needs ...

Even after its recent decline, Snowflake stock still looks expensive.

Dan Ives sees a disconnect between software fundamentals and sentiment.

The future isn't guaranteed to be bright and profitable for any one person or company. That could prove especially true for one-time untouchable software companies currently being battered by frequent ...

The Details: Progress Software reported quarterly earnings of $1.51 per share, which beat the Street estimate of $1.31. Quarterly revenue came in at $252.67 million, which just missed the consensus ...

Analysts maintained their long-term bullishness on Cadence Design Systems, calling fears of AI disruption overblown.

Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out. Alphabet stock has tripled since then. 10 stocks we like ...

IBM still profits from mainframes running decades-old COBOL systems. Anthropic says AI can migrate that software elsewhere. IBM stock was down 10% on Monday afternoon after Anthropic published a blog ...