“It is now very clear that the software we’ve known for 20 years is not going to be fine, unless it adapts,” analysts at ...

For decades, the enterprise technology industry operated on a simple principle: software companies built products, and services firms helped enterprises.

A New York technology company has won its first U.S. federal research contract to ...

Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...

IBM said it had “faltered” in keeping pace with a shift in corporate spending from software to data-center infrastructure and ...

The fastest-growing challenge to those margins is not another well-funded AI lab. It is a wave of powerful AI models being ...

The rise of autonomous AI agents in enterprise IT is fundamentally challenging the established business and revenue models of the software industry. A recent Bitkom study shows how value creation is ...

Fireworks, Baseten and Together AI raised $3.8B in four weeks. The funding proves inference is a control point, not that ...

Enterprise software stocks are navigating a difficult stretch, as IBM's preliminary Q2 miss triggered broad sector selling.

By Harshita Mary Varghese and Katie Paul July 9 (Reuters) - Meta Platforms on Thursday released long-awaited developer access ...

Brex reports that in 2026, trends show growth in software vendors focused on routing fragmented models and vibe coding, with ...

Anthropic's AI model Claude Mythos is transforming cybersecurity, prompting urgent calls for new defense strategies against ...