There is real disruption happening as a result of vibe coding, but it is not as simple as many headlines suggest.

Oracle execs tried to calm investor fears that AI will replace traditional software tools.

Microsoft Corp. is launching a new bundle of workplace software with the aim of getting more people to use its artificial intelligence tools for the office.

Software stocks are oversold because of illogical concerns about artificial intelligence.

Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector.

Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will redefine how work gets done. For decades, we have built systems of record and ...

Looking for a new antivirus? My tried and tested favorites will improve the security of your desktop PC, laptop, and mobile devices.

Every time Alistair publishes a story, you’ll get an alert straight to your inbox! Enter your email By clicking “Sign up”, you agree to receive emails from ...

Marathon Asset Management LP is staying away from software for now as its chairman Bruce Richards predicts default rates of ...

A trade that has punished software stocks in favor of semiconductors is reversing this week. An iShares ETF tracking software ...