NVIDIA earnings showcase a harsh reality for AI stocks
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Open-source code, from Linux to Netscape, was supposed to cause its collapse in the 1990s.
The iShares Expanded Tech-Software Sector ETF is on pace for its biggest one-day decline since April 4 during the tariff-triggered downturn.
Software is truly everywhere in the modern world. From streamlining workflows to making phone calls to following navigation routes in a car, the list continues—and so does the industry’s growth. By understanding top industry trends, institutional ...
Instead of falling victim to the technology, software’s established players have every shot at leveraging it to their own advantage.
Artificial intelligence is adding a new layer of uncertainty to the private credit industry, raising concerns that some lenders may face rising defaults.
Software firms drive innovation, create long-lasting customer relationships, and offer resilient economic models. With a projected annual growth rate of 11% through 2029, the industry is thriving, fueled by trends like generative AI, cloud adoption, and ...
Vertical software markets are very 'sticky' which means the LTV of an individual customer can be extremely long. These businesses have high pricing power as customers view their software as mission critical and there are very few viable alternatives.
Another day, another sharp sell-off in software stocks. The sector has become a popular lightning rod for tech bearishness.