Brent Thill, software analyst at Jefferies, joins WSJ’s Take On the Week to discuss AI's threat to business software. He ...
Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.
Interview Kickstart today announced the release of its latest in-depth career guide, "How to Transition from Data Analyst to Data Scientist," a comprehensive roadmap designed to help working data ...
Investors must tread carefully amid the software-semiconductor divide, balancing caution and opportunity in an evolving AI ...
Wall Street has grown nervous about the disruptive power of AI. Wedbush's Dan Ives lists several things that could reinvigorate the bulls.
BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.
GitLab is evolving from a DevSecOps tool to a governance-focused orchestration platform, prioritizing secure, auditable software production. More on GTLB stock.
IBM's next-gen FlashSystem storage arrays combine agentic AI, hardware-native ransomware detection, and record capacity for enterprise storage.
The Java software Discourse Network Analyzer (DNA) is a qualitative content analysis tool with network export facilities. You import text files and annotate statements that persons or organizations ...
As software stocks are battered amid the artificial intelligence threat, UBS likes HubSpot, Microsoft, ServiceNow and ...
Palantir Technologies' stock has been a cult favorite among retail investors, but Wall Street analysts have been turned off by its high valuation. But now that shares have tumbled 25% since the ...