Human judgment matters more than ever, even as agentic technologies become more sophisticated and productive than ever.

AI-powered software development is headed for the same reckoning. By recognizing this early and investing in confidence as ...

Shield AI announced plans to raise $2 billion and acquire Aechelon Technology to expand simulation and autonomy capabilities.

Andrej Karpathy says the rapid rise of AI agents has dramatically reshaped how software is built, leaving even top experts ...

Enterprise software stocks have come under pressure in 2026 as investors question whether artificial intelligence (AI) could ...

Shield AI is raising $1.5 billion in Series G funding at a $12.7 billion post-money valuation and $500 million in fixed-return preferred equity financing, with a portion of the proceeds supporting the ...

Tech leaders at large corporations say that, for now, they’re vibe-coding their own small, custom apps, and putting pressure ...

KBRA releases research examining the impact of artificial intelligence (AI) on software and private credit portfolios. In KBRA's view, AI poses diffuse and manageable credit risks to software ...

At a software company focused on helping nonprofits fundraise, AI has helped streamline clients' donor management and ...

Wall Street analysts and corporate executives increasingly say investors need to get more specific about their software stock ...

Some software stocks will emerge stronger and appear ridiculously cheap as the next phase of the AI market shakes out.