AI jitters tanked software stocks this year, but Deutsche Bank says fears have peaked. The firm upgraded its software rating ...

Fears that AI will disrupt the software sector may be overblown for two key reasons.

Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will redefine how work gets done. For decades, we have built systems of record and ...

Artificial intelligence (AI) is dramatically transforming nearly every industry, and software engineering is no exception. From automating repetitive tasks to solving complex problems, AI is ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

Andrej Karpathy discusses the transformative changes in software development driven by large language models (LLMs) and artificial intelligence, comparing the current era to the early days of ...