Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.

Fragmented SaaS ecosystems are colliding with the rise of agentic AI and forcing a rebundling toward AI-native, unified ...

AI agents challenge SaaS dominance by shifting value from apps to data context, impacting software stock performance.

Anthropic is launching a slew of new enterprise capabilities for its AI bot Claude, putting increased pressure on software ...

Enterprise software stocks have been in rally mode again, and it's not hard to imagine why. In addition to clocking in better-than-expected quarters, these software plays stand to benefit greatly from ...

Monday - Friday, 6:00 - 7:00 PM ET After Salesforce posted its first revenue miss since 2006, CEO Marc Benioff told CNBC's Jim Cramer how the market for enterprise software companies has changed since ...

In enterprise software development, however, the story has unfolded rather differently. Rather than a loud revolution, AI is reshaping mission-critical systems through steady, disciplined integration.

Artificial intelligence is changing the world of software even faster than its many proponents predicted. This week we saw several big moves by major companies to leverage AI to transform — let’s call ...

In a notable turnaround, enterprise software stocks, including Workday WDAY, CrowdStrike CRWD, Atlassian TEAM and Twilio TWLO, staged a remarkable comeback in 2023 after grappling with a significant ...

Anna Baluch is a freelance writer from Cleveland, Ohio. She enjoys writing about a variety of health and personal finance topics. When she's away from her laptop, she can be found working out, trying ...