Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.
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AI‑led software selloff may pose risk for $1.5 trillion U.S. credit market, says Morgan Stanley
By Siddarth S Feb 10 (Reuters) - Concerns that artificial intelligence could disrupt large parts of the software industry have started to spill into credit markets, Morgan Stanley warned, as software ...
What was once a stable and profitable tech business now faces an existential question: What happens if AI tools and agents ...
Having skin in the game has never hurt so much, at least for some of the software industry’s wealthy founders and executives.
Software is ubiquitous and has become the focal point of technological innovation. Apart from running devices and applications, its usage has been extended to managing infrastructure. The Zacks ...
Speaking at a Qualcomm event, the IT minister noted that companies must adapt from traditional software solutions to AI-based offerings.
The negative sentiment is reaching extreme levels,” wrote Jefferies analysts of last week's software stock sell-off.
Software stocks may not have seen the end of their turmoil, but many industry analysts say the sell-off is overdone.
The Zacks Computer Software industry participants are well-positioned to benefit from the accelerated digital transformation drive globally. The shift to cloud and the rise of SaaS ...
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