AI is beginning to reshape the software industry in ways that go far beyond new features and faster automation. The pressure ...

Hackers hijacked the npm account of the Axios package, a JavaScript HTTP client with 100M+ weekly downloads, to deliver ...

The roughly US$2 trillion ($2.8 trillion) sell-off in the global software sector since September 2025 is more than a painful drawdown for growth investors. It is a live stress test of how portfolios ...

This project analyzes a B2B SaaS sales performance for a fictional European software company, utilizing a fully synthetic dataset of ~4,200 deals and 40,000+ activities spanning 2024–2026. The ...

"I think the markets got it wrong," Nvidia CEO Jensen Huang said, pushing back on fears that AI agents will cannibalize the enterprise software industry. Instead, agentic AI will use software tools ...

The result? Plummeting share prices for Salesforce (down 14 percent), Intuit (31 percent), Oracle (19 percent), Shopify (9 percent), HubSpot (20 percent), Atlassian (44 percent), Docusign (22 percent) ...

Bill Gurley offered advice to people who still believe in SaaS companies during an interview on CNBC. He said to stop complaining about falling prices and pick "them up off the floor." He also said ...

Predictions of a grand IPO rebound in 2026 have yet to come true in the form of new filings and major debuts. Nonetheless, the first couple months of the year have brought a steady stream of market ...

Every engineering leader watching the agentic coding wave is eventually going to face the same question: if AI can generate production-quality code faster than any team, what does governance look like ...

As the gusts die down, the “SaaS-pocalypse” has been downgraded to a mere “Severe SaaS Weather Event.” That’s the thinking of Goldman Sachs CEO David Solomon at least, who said at a UBS conference in ...

Anthropic's Claude Cowork suite of AI tools created panic in the market with SaaS and IT services giants seeing 285 Bn in market cap wiped off in a matter of days In a spillover effect, the Nifty IT ...

Software stocks have tumbled over the last month, falling sharply in the last two days of January. There was no significant fundamental trigger for the movement, but fears of AI disruption seem to be ...