The software industry has reached a critical juncture as artificial intelligence threatens to upend how companies generate revenue, some analysts believe. And because of this shift, analysts at ...

Software stocks have bounced off their lows, and a D.A. Davidson analyst recommends focusing on those with compelling growth rates D.A. Davidson analyst Gil Luria recommends ServiceNow as one software ...

AI advances have triggered a broad selloff in software stocks, but the market is mispricing infrastructure software alongside application software. While AI may disrupt some legacy infrastructure ...

Analysts at William Blair reassessed their ratings methodology for 17 infrastructure stocks, leading to several rating downgrades, as well as many votes of confidence Microsoft is a software company ...