Artificial intelligence (AI) seemed a boon to tech stocks until investor sentiment shifted in 2026. AI was suddenly seen as a ...

As WiseTech works its way through cutting nearly a third of its workforce, it faces a Fair Work Commission claim from an ...

Tyler Technologies (TYL) shows resilient bookings and a raised outlook, driven by durable government SaaS and strong free ...

Nvidia CEO Jensen Huang said industry leaders need to be more "mindful" of of how they talk about the potential impact of AI.

The Motley Fool Money podcast panel spent a recent episode pushing back on the narrative that AI is about to gut enterprise ...

Generative AI chaos in software is actually a bigger issues for private equity investors, Blue Owl said. Lenders just need to ...

SaaS stocks have taken a hammering this year over fears AI will make some software obsolete, but earnings this week provided ...

In a blockbuster week of Big Tech earnings, Alphabet, Amazon, Microsoft and Meta all reported results massively boosted by AI ...

Fundstrat managing partner Tom Lee says software bounce could lower private-credit risk Tom Lee says investors are underestimating how software companies will adapt to the AI challenge. A war ...

Right now, I’m seeing that pressure building inside the business models of some of Wall Street’s most widely held software and AI companies. The math changed before the narrative did at Enron. It ...

If AI can generate functional code in seconds, why should a company pay a premium for third-party SaaS software when they can ...