Broadcom Inc. is upgraded to Strong Buy, as market fears over AI-driven SaaS disruption are overstated for its Infrastructure Software segment. Broadcom’s AI Trifecta - networking, XPU compute engines ...

Two things to know about the selloff in software stocks. First, the easy wordplay is already taken. “SaaSpocalypse” is everywhere, suggesting a biblical reckoning for software-as-a-service companies.

Has AI coding reached a tipping point? That seems to be the case for Spotify at least, which shared this week during its fourth-quarter earnings call that the best developers at the company “have not ...

Warp, which builds software to help developers control AI agents and other software from the command line, is rolling out a new tool called Oz to collaboratively command AI in the cloud. But, says ...

New Delhi: Anthropic, the company behind the Claude AI models, shared a detailed blog post yesterday about pushing the boundaries of what AI can do on its own in software development. Researcher ...

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CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on ...

On Thursday, Anthropic released the latest version of Opus — its most advanced model and a particularly important model for Claude Code. Opus 4.5 was only released last November, and with 4.6, the ...

As much as half of all the code produced at Alphabet, the parent company of Google, is being generated by artificial intelligence (AI) coding agents. The use of AI to drive operational efficiency and ...

OpenAI has just introduced GPT-5.3-Codex, a new agentic coding model that extends Codex from writing and reviewing code to handling a broad range of work on a computer. The model combines the frontier ...