Enterprise software stocks have come under pressure in 2026 as investors question whether artificial intelligence (AI) could ...

Generative AI, intelligent agents, and frontier models are giving rise to a new category of software that I believe will ...

Enterprise software stocks rallied as Palantir and AppLovin jumped on AI news, while cybersecurity names rose ahead of RSA ...

Oracle Corp. is imbuing its Fusion applications with agentic artificial intelligence in a move aimed at shifting operational ...

Companies double AI investments as top vendors capture majority of spend ...

Enterprise software stocks have been in rally mode again, and it's not hard to imagine why. In addition to clocking in better-than-expected quarters, these software plays stand to benefit greatly from ...

Irish enterprise software is now mission-critical for global giants - and international investors are taking notice ...

Nutanix Inc., a hybrid cloud converged infrastructure computing leader, today announced a software solution aimed to help ...

Monday - Friday, 6:00 - 7:00 PM ET After Salesforce posted its first revenue miss since 2006, CEO Marc Benioff told CNBC's Jim Cramer how the market for enterprise software companies has changed since ...

Monday - Friday, 6:00 - 7:00 PM ET CNBC's Jim Cramer on Thursday told investors that enterprise software companies may not be as lucrative as they have been over the past few years as AI gains ...

For most of the past two decades, enterprise IT strategy followed a simple rule. If a commercial product existed, you bought it. Building software in-house was treated as an indulgence, a return to ...

There is a significant disconnect between market sentiment and the underlying reality of the software (IGV), (IGPT), (XSW) ...