For more than two decades, the enterprise software stack followed a familiar structure. Companies bought applications for finance, human resources, customer management, supply chains, and service ...

Nvidia CEO Jensen Huang introduces the RTX Spark laptop during his keynote speech at Computex 2026 in Taipei on June 1, 2026. Nvidia unveiled a powerful laptop chip for Windows machines on June 1, ...

Forgive me for starting with a cliché, a piece of finance jargon that has recently slipped into the tech lexicon, but I’m afraid I must talk about “moats.” Popularized decades ago by Warren Buffett to ...

Nvidia dominated tech news this week, as its hold on the artificial intelligence factory boom only tightened at its annual GTC conference in San Jose. It introduced a raft of updated chips and ...

Legal departments are under constant pressure to deliver more work without increasing headcount (which is where legal document automation workflows step in!). Contracts, non-disclosure agreements ...

The pace of change surrounding artificial intelligence will undoubtedly affect software companies. The future of software is less clear today than it was a year ago, in our view, which informs our ...

Chip market analyst firm SemiAnalysis in its latest AI inference benchmark testing called out AMD, claiming the Nvidia rival’s inference optimizations were “not as competitive as one would expect” ...

Arthur Mensch, CEO of Mistral AI, said more than 50% of current software in an enterprise could be replaced by AI. Software stocks have sold off on fears AI could eat into so-called software as a ...

I am sure it is no news for you that software stocks have been through their worst non-recessionary drawdown in 30 years. The iShares Expanded Tech-Sector ETF (IGV) plunged 28% from its September high ...

ServiceNow, Shopify and Twilio are stocks that appear to stand out in this beaten-down sector, but some believe it's too soon to buy There are many stocks in the beaten-down software sector that are ...

SoftBank has launched Infrinia AI Cloud OS, a software stack for operating AI data centers that automates infrastructure management and provides inference services for large language models. The ...