A few months ago, I sat in a room where a product manager from a prominent TV operating system explained how an algorithm had reorganized their entire home screen. No human had approved the change. A ...

The software sector has recently been hammered by the release of increasingly capable AI agents. Whether AI is a disruptor or enhancer for the software industry is up for debate. Two prominent Wall ...

AI-driven software disruption fears are overblown; SaaS firms may thrive with AI. Enterprise DIY software projects often fail, benefiting established SaaS vendors. AI startups struggle against SaaS ...

Arthur Mensch, CEO of Mistral AI, said more than 50% of current software in an enterprise could be replaced by AI. Software stocks have sold off on fears AI could eat into so-called software as a ...

If you notice people with ash‑marked crosses on their foreheads on Feb. 18, it’s because of Ash Wednesday, which marks the start of Lent on the Christian calendar. Ash Wednesday falls the day after ...

Mr. Ford is an essayist and a technologist. On weekday evenings, heading home on the subway from Union Square in New York City, I log into an A.I. tool from my phone and write a prompt. “Look at the ...

Imagine turning the key or pressing the start button of your car—and nothing happens. Not because the battery is dead or the engine is broken but because a server no longer answers. For a growing ...

Over the past week, I have been watching the earnings reports from big tech, as I do regularly as background for this column. Major software companies have been beating expectations. Revenues are up.

The selloff in software stocks is compounding on Tuesday, reinforcing the software sector’s historic underperformance relative to the chip sector. Jessica Rabe, the co-founder of DataTrek Research, ...

Bitcoin is increasingly behaving like a software stock, with its latest correction unfolding alongside the broader software sell-off. The relationship between bitcoin and software equities has ...

Software stocks sold off dramatically after months of underperformance. The losses stemmed from fresh fears that AI models could upend the industry. Analysts say that while AI does pose a competitive ...