Sales of $3.4 billion, up 12% from Q4 in the prior year; up 8% for full year Products and Systems Integration sales grew 11% in Q4; up 5% for full year Software and Services sales grew 15% in Q4; up ...

If you’re one of the many people who hasn’t stopped singing Taylor Swift’s “Opalite” since it was released on October 3, 2025, then join the club. The good news is that the singer has just dropped her ...

Speaking with Bloomberg, Ives addressed the ongoing drawdowns in software stocks. "I could tell you in 25 years, this structural sell-off in software is unlike anything I’ve ever seen." He continues ...

Wedbush analyst Dan Ives is advising investors to buy the likely winners in the software sector as the market suddenly grapples with an exaggerated doomsday scenario for the group. Amid what he calls ...

On Thursday, OpenAI released a new enterprise platform called "Frontier." The goal is to give customers a more tailored AI solution. OpenAI CEO of Applications Fidji Simo said the platform can easily ...

Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week. Now Anthropic is taking another leap forward, improving its model. Anthropic’s new Claude Opus 4.6 model, announced ...

Tech workers have been worried for years about the AI tidal wave coming for their jobs, but their bosses are starting to worry now, too. Shares in companies involved in research and legal software, ...

Artificial intelligence won’t destroy the software business. But the persistent belief that it will can still do a lot of damage. And that has already been done. Software stocks have been on a ...

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked. Claude Cowork is meant to be like an AI colleague, with the ability to read files, ...

Shares of stocks with significant private credit market holdings were diving on fears about exposure to the industries being disrupted by artificial intelligence, most notably, software. Shares of ...

Apollo Global Management’s John Zito left the audience of investors stunned. Addressing a gathering in Toronto last fall, he said that the real threat for private capital markets wasn’t tariffs, ...