Software stocks continue to tumble on AI-driven fears. Investors seem to think Microsoft is overspending on capital expenditures. The stock is trading at a modest discount to the S&P 500. The iShares ...
Nearly a week after software stocks plunged in response to earnings reports from industry heavyweights like Microsoft (NASDAQ: MSFT), ServiceNow, and SAP that were less than perfect, the sector ...
Michael J. Davern has received funding from CPA Australia and Chartered Institute of Management Accountants (CIMA) for research on the impacts of AI. Ida Someh receives research funding from the ...
How Chinese is your car? Automakers are racing to work it out. Modern cars are packed with internet-connected widgets, many of them containing Chinese technology. Now, the car industry is scrambling ...
The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week, as AI concerns punish the sector. New legal and marketing features from Anthropic's Claude ...
Nvidia is now upgraded to Strong Buy, as recent earnings and guidance demonstrate exceptional growth and profitability despite market profit-taking. NVDA posted over 70% revenue growth in Q4, guided ...
Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week. Now Anthropic is taking another leap forward, improving its model. Anthropic’s new Claude Opus 4.6 model, announced ...
Has AI coding reached a tipping point? That seems to be the case for Spotify at least, which shared this week during its fourth-quarter earnings call that the best developers at the company “have not ...
G2 recently agreed to acquire the software discovery and recommendation platforms Capterra, Software Advice, and GetApp from Gartner. The acquisition brings together four of the top B2B software ...
As much as half of all the code produced at Alphabet, the parent company of Google, is being generated by artificial intelligence (AI) coding agents. The use of AI to drive operational efficiency and ...