It’s been a fruitful decade for Software as a Service (SaaS) stocks, as businesses and individuals raced to access exciting new offerings like the cloud, but for many the skies are quickly darkening.

Software companies are posting solid growth, but investors remain worried about the impact of AI on companies like Adobe and ...

Software companies are facing a reckoning as AI lowers barriers to entry. Experts share how to find winners in an evolving competitive landscape. Salesforce's stock has fallen this year, and investors ...

Generative AI is reshaping enterprise software, challenging traditional SaaS models. AI agents are evolving from assistants to core applications, affecting midmarket companies. Midsize SaaS vendors ...

Tech companies are giving the world artificial intelligence — but ironically, the tech sector itself is among those now feeling the most pain from AI. The rise of AI tools that can write and develop ...

Software spending among companies is declining, and software revenue as a percentage of US GDP has started to ease off Read ...

A hot topic on Wall Street these days is how software-as-a-service companies will be able to make money off their offerings. Microsoft CEO Satya Nadella shared some thoughts in response to an analyst ...

With major tech companies holding firm on billion-dollar investments into artificial intelligence, the top-performing semiconductor stocks have outpaced those of the software-as-a-service sector so ...

Software companies usually charge based on the number of "seats" or users. That traditional pricing strategy may struggle as AI increases compute costs and variability. New usage-based pricing can ...

Software is truly everywhere in the modern world. From streamlining workflows to making phone calls to following navigation routes in a car, the list continues—and so does the industry’s growth. By ...

As general-purpose software shows limitations in addressing specialized needs, vertical solutions—tools designed for a specific industry or business function—are emerging as powerful drivers of ...