The software industry has reached a critical juncture as artificial intelligence threatens to upend how companies generate revenue, some analysts believe. And because of this shift, analysts at ...

Anduril Industries and Palantir PLTR6.35%increase; green up pointing triangle Technologies are part of the group developing software to run President Trump’s planned Golden Dome antimissile shield, ...

Some of the weakest areas of the market in 2026 have turned into outperformers since the Iran conflict began, according to Deutsche Bank Research. “Almost every major global asset class — oil aside — ...

Attempts to provide upgraded software for F-35 jets have “stagnated” and no new combat capability was delivered last year, according to the annual report by the Pentagon’s testing office, even as the ...

Apollo executive John Zito said private equity firms are broadly misstating the value of their software holdings, telling UBS clients last month that "all the marks are wrong." Zito warned that ...

For years, investors looked the other way as software companies used their stock to pay employees while the share prices soared. But now that they’re getting pummeled over AI fears, the practice is ...

SAN FRANCISCO, March 23 (Reuters) - (This March 23 story has been corrected to clarify that Oracle introduced agentic apps that work across its software suite, rather than individual AI agents, in the ...

Software companies with deep data and customer relationships can thrive, while those whose products can be automated by AI face serious risk. Software stocks plunged over the last three months or so, ...

Jensen Huang proposed giving engineers "AI tokens" in addition to their base salary. Huang also envisions Nvidia will one day employ hundreds of thousands of AI agents, outnumbering its 42,000 human ...

A number of semiconductor and AI-related software stocks were dropping during Thursday trading amid a broader sell-off in the technology sector. The Philadelphia Semiconductor Index (SOX) had declined ...

Fri, March 27, 2026 at 3:23 PM UTC Unity Software (NYSE:U) stock is skyrocketing on two major catalysts Friday morning. The main share-price drivers are reports of a China business sale and a blowout ...

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