#software

Major software companies announced billions in share buybacks, but investors remain unimpressed. Growth concerns and AI disruption create a perfect storm for the sector.

While software stocks crash, the leveraged loan market tells a deeper story about credit risk and company fundamentals that equity investors are missing.

As vehicles become software platforms, their lifespan increasingly depends on company survival. What happens when the code dies?

Thoma Bravo's Orlando Bravo calls software stocks oversold while the market remains skeptical. What's the real value of domain expertise in the AI era?

Hyundai, Kia, and BMW recall 180,000 vehicles due to software defects affecting braking, dashboards, and AC systems. A glimpse into the risks of software-dependent automotive future

Software stocks crashed as AI threatens their business models, while gold hit $5,000. What's really behind this tech selloff and flight to safety?

Alphabet's Waymo is issuing an urgent software update after its self-driving cars were paralyzed by a San Francisco power outage. We analyze the incident and its implications for the future of AI.