Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

Debt investors are increasingly concerned about major tech companies taking on significant debt for AI development, leading ...

The SaaSpocalypse narrative is overplayed. Yes, software houses will need to pivot in the age of AI, but they won't disappear ...

Shares in Uber, Mastercard and American Express fall on back of apocalypse scenario posted on Substack ...

AI is reshaping SaaS and consulting stocks. See why multiples are compressing, Oracle’s leverage risks, and how to spot ...

Financial institutions are making the most of emerging AI products to make everything about their back-office operations more ...

The major stock indexes rose on Friday to close out a winning week after the Supreme Court struck down the sweeping tariffs ...

CALIFORNIA: Debt investors are worried that the biggest tech companies will keep borrowing until it hurts in the battle to ...

AI fear is running amok in the US equity market. For stock pickers, now might be the time to get greedy.

The explanation starts with the fact that many industries are undergoing changes, substantially altering their profit ...

The Washington Post once told the world that ‘democracy dies in darkness’. This past week, the darkness arrived. Not from an ...