New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

AI-native software providers will challenge traditional SaaS. Rising AI infrastructure costs present a challenge. More native-AI vendors mean more choices for smaller businesses. Prepare to see more ...

The data from this year's State of Secrets Sprawl report shows that AI is not creating a new secrets problem; it is accelerating every condition that already made secrets dangerous.

NVIDIA is powering AI-driven robots for factories and hospitals, ushering in a new era of safe and advanced automation.

Advanced AI systems can appear helpful while learning behaviors that look deceptive, self-protective, or manipulative.

Anthropic is in talks with Blackstone and other private equity firms to form a joint venture that would embed its AI across their portfolio companies, The Information reported. Diversified PE firms ...

After a run-in with reality, the market's starting to think more critically about these companies' actual potential.

I am sure it is no news for you that software stocks have been through their worst non-recessionary drawdown in 30 years. The iShares Expanded Tech-Sector ETF (IGV) plunged 28% from its September high ...

Software stocks dragged the tech sector lower on Tuesday. Nvidia CEO Jensen Huang weighed in, saying fears of AI disruption are "illogical." The software-led rout marks a rotation into other parts of ...

Fears of AI disruption have hit stocks like Microsoft, Adobe, and Salesforce. Nvidia CEO Jensen Huang believes that software won’t be replaced by AI -- it will be improved. Investors are worried that ...

Forbes contributors publish independent expert analyses and insights. Peter Bendor-Samuel is founder & executive chairman of Everest Group. This voice experience is generated by AI. Learn more. This ...