Human judgment matters more than ever, even as agentic technologies become more sophisticated and productive than ever.

AI-powered software development is headed for the same reckoning. By recognizing this early and investing in confidence as ...

Shield AI announced plans to raise $2 billion and acquire Aechelon Technology to expand simulation and autonomy capabilities.

The AI boom isn't over. It's evolving into a more disciplined phase where durable cash flow and infrastructure dominance ...

Enterprise software stocks have come under pressure in 2026 as investors question whether artificial intelligence (AI) could ...

Shield AI is raising $1.5 billion in Series G funding at a $12.7 billion post-money valuation and $500 million in fixed-return preferred equity financing, with a portion of the proceeds supporting the ...

The market made a critical error by lumping all AI and software companies together, according to Eric Mandl, senior managing ...

KBRA releases research examining the impact of artificial intelligence (AI) on software and private credit portfolios. In KBRA's view, AI poses diffuse and manageable credit risks to software ...

Wall Street analysts and corporate executives increasingly say investors need to get more specific about their software stock ...

At a software company focused on helping nonprofits fundraise, AI has helped streamline clients' donor management and ...

Some software stocks will emerge stronger and appear ridiculously cheap as the next phase of the AI market shakes out.