Salesforce Inc. CRM and ServiceNow Inc. NOW could face growing pressure on one of enterprise software’s most lucrative business models as AI agents reduce the need for human software users, according ...

OpenAI's new Presence product signals its push beyond AI models into business software and AI-powered work.

Software stocks haven’t had it easy, and that likely won’t change until the firms finish adapting to the artificial intelligence future regardless of the financial risks, say analysts at Stifel.

The business model of technology and software providers has changed significantly over the last decade, reflecting how digital services are now consumed and valued. What was once built around selling ...

For much of the decade after the great financial crisis, the software trade was among the simplest and most profitable calls on Wall Street: buy scalable software franchises priced for high recurring ...

Large language models are advancing rapidly, delivering AI agents and enabling the creation of lightweight, task-specific applications in days rather than months. Market concerns have manifested in ...