For the risk of displacement due to AI, we ultimately focus on the NZS, or non-zero sumness, of the software businesses in which we are investing. The next largest bucket of software that we own has a ...

Microsoft has released out-of-band (OOB) security updates to patch a critical ASP.NET Core privilege escalation vulnerability. The security flaw (tracked as CVE-2026-40372) was found in the ASP.NET ...

Software overload happens when teams keep stacking tools that individually promise efficiency but collectively create complexity, fragmentation and hidden costs that slow work down. The fix isn’t ...

Despite the AI-driven software stock meltdown, America’s largest corporations aren’t ditching their core business software just yet. Instead, they’re using the moment to squeeze better deals from ...

Vibe coding, the idea that anyone can create software simply by prompting AI, is one of the most hyped technology trends right now. The promise is seductive. Type in what you want, let the AI generate ...

Google has altered its Stitch software to include a new feature that uses AI to help people create UI designs. This will essentially let anyone, even those without any coding experience, design UIs ...

On a recent weekend, I was playing with my new puppy when my phone rang. On the other end was the CEO of a major public software company with a warning: the industry was headed for painful financial ...

"Software is already eating AI" and will continue to do so, according to HSBC, with the bank shrugging off recent market fears about the sector being displaced by artificial intelligence. Software ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

NEW YORK, Feb 10 (Reuters) - The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities ...

The selloff in enterprise software stocks that crushed the market for most of last week was abating for the second straight session on Monday for some of the more established names. Is it time to buy?

A new social network called Moltbook has been created for AIs, allowing machines to interact and talk to each other. Within hours of the platform launching, the AIs appeared to have created their own ...