Dan Ives says Wall Street is underestimating software's role in the AI boom, calling the skepticism "disconnected." ...

In this Sunday edition of Business Insider Today, we're talking about what AI means for the future of the software business.

The jamming cut soldiers off from commanders and limited what they could see. They located the source and took it out with ...

Vibe coding everything is just not worth it, says A16z partner Anish Acharya.

Failing isn't the problem in the business world these days. Doing it too slow is.

Big Tech's capital expenditures soar with Amazon, Google, Meta, and Microsoft at the forefront, ushering a new era of AI ...

Surging prices in a corner of the tech market are inflating AI capex. Without that, there could be a "notable deceleration" ...

As the dust settles from last week's dramatic software sector sell-off, JPMorgan analysts outline five reasons to buy the dip ...

Software companies aren't feeling chummy with AI companies these days. But the best way forward for both sides could be ...

After AI fears sparked a sell-off in software shares, JPMorgan analysts say a handful of stocks look like they could weather further fears of disruption.

Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.