Abstract: Software-as-a-service (SaaS), as a software delivery model, has received substantial attention from software providers and users alike. In recent years, it has become one of the most ...

The current selloff in software stocks (IGPT), (XSW), (IGV) is an overreaction driven by misplaced fears that artificial intelligence will eliminate the need for software, according to Ray Wang, ...

As the gusts die down, the “SaaS-pocalypse” has been downgraded to a mere “Severe SaaS Weather Event.” That’s the thinking of Goldman Sachs CEO David Solomon at least, who said at a UBS conference in ...

Stocks can rise and fall to levels beyond your imagination. A lower stock price doesn’t always mean a better value. Don’t forget to include the cons when building an investment thesis. The market is ...

THE stock market can’t make up its mind. On the one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure. Tech giants such as Amazon ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. For a few years, software had two things that private equity firms coveted: brisk growth and inert customers ...

The idea that software-as-a-service (SaaS) may be facing an existential crisis—popularly labelled the “SaaSpocalypse”—is no longer confined to enterprise IT discussions. It has begun to surface in ...

The SaaS sector dropped 30% in 90 days on AI generated obsolescence fears. Autodesk commands 70-80% of the global architecture market with prohibitively high switching costs. Palantir’s AI platform ...

Software stocks in particular, and tech stocks in general, are getting hammered. The MoneyShow Chart of the Day shows the YTD performance of the iShares Expanded Tech-Software Sector ETF (IGV), the ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...