Wedbush analyst Dan Ives says the sell-off in software stocks has now reached extremes that make little fundamental sense. In…
Browsing: Software
Nvidia CEO Jensen Huang says fears that AI will replace the software industry are fundamentally misguided, as he believes that…
Big Tech’s AI arms race is increasingly being financed with debt, and the numbers are moving fast. In a new…
Former Coinbase CTO Balaji Srinivasan says advances in AI coding tools could fundamentally change how apps are built, distributed and…
A veteran macro analyst is warning that markets may be mispricing the value of software at a moment when its…
A prominent short seller says the AI boom is starting to expose a structural weakness inside parts of enterprise software,…
Goldman Sachs says the next wave of artificial intelligence profits may come from enterprise software giants rather than early-stage startups.…
Goldman Sachs is pointing to three areas of technology it believes are positioned for growth as artificial intelligence reshapes the…
Goldman Sachs is striking a bullish tone on technology stocks as investors weigh whether the artificial intelligence boom can sustain…
A top fintech strategist says the stock market’s defining theme still has years left to run, but investors may need…