According to Bank of America, the narrative that “GenAI will kill Software” has taken hold over the past six months, triggering around a 30% EV/EBITDA derating across global software names.

It was the latest leg lower for software names, which have largely underperformed the wider U.S. stock market so far this year. The emergence of new AI tools that can be used to perform specific tasks ...

Stellar gains in chipmakers like Nvidia and so-called AI hyperscalers like Microsoft have driven U.S. stocks to record highs.

Additionally, Microsoft owns a smaller stake in Anthropic after committing to invest up to $5 billion in the company last November, and it's seeing business scale up from Anthropic as it cited the ...

HM Revenue & Customs is bidding to modernise its tax systems by migrating from ECC6 to SAP’s cloud-based Rise with SAP programme, adopting S/4Hana and AI to enhance efficiency and taxpayer experience.

This week - software earnings look pretty strong, but not strong enough - back to the AI versus software debate. Moltbook and ...

Rising adoption of generative AI models from OpenAI and Anthropic directly affects the major cloud computing platforms.

In 2025 alone, CU students have secured over 10,000 job offers from more than 1300 leading national, international firms and Tier-1 Multi-National Companies (MNCs) including Microsoft, Google, Amazon, ...

SAP reports €36.8bn for 2025, up 8% despite what CEO Christian Klein called a ‘rough start to the year’ due to geopolitical unrest from tariff conflict between the US and the EU.

U.S. software stocks fell on ​Thursday after SAP's underwhelming cloud outlook and a post-earnings slide in ServiceNow ...

The logo of the software company SAP Deutschland SE & Co. KG hangs on the façade of the company's headquarters in Hamburg.

Today, that early cloud adoption is proving to be the foundation for Western Sugar's AI transformation. As SAP accelerates ...