Some of the weakest areas of the market in 2026 have turned into outperformers since the Iran conflict began, according to Deutsche Bank Research.
Veteran trader Peter Brandt has flagged a potential bottom for Ethereum with the altcoin eyeing a rally to $4,000 on the ...
With Claude enjoying a moment of newfound popularity among regular people, Anthropic is previewing an update designed to make its chatbot better at explaining some concepts. Starting today, Claude can ...
Oracle's Mike Sicilia is the latest software CEO to wade in to the debate on whether artificial intelligence tools that heavily automate human tasks will mean the demise of his industry. His verdict ...
InterDigital actually is a patent licensing company that invents wireless and video technologies like 5G and Wi-Fi and collects royalties from device makers without making any physical products. It ...
Designing AI into an organizational chart does not transfer decision authority to software; it clarifies where responsibility lives.
I focus on AURA (Assets Underestimated, Resilient & Agentic) companies, which are undervalued due to market overreaction to AI disruption fears.
CrowdStrike's shares are slightly higher in premarket action following the group's earnings late Tuesday. But it could be argued that's a big win. Many software companies, including in the ...
All eyes in software are watching as signs begin to emerge that the stocks have fallen as far as they are going to, at least for now.
Results show AI is getting twice as good at the rate of about every seven months and experts say the trend is speeding up.
AppLovin’s earnings, and how the stock responds, are a test case for whether Friday’s turnaround in software stocks can continue. The charts indicate the shares could be heading higher.
Software stocks just suffered their worst relative selloff on record, but Goldman Sachs says investor fear around artificial intelligence disruption has gone too far, creating rare opportunities in ...