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 ...

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

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 ...

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 ...

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 ...

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 ...

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 ...

"I think the markets got it wrong," Nvidia CEO Jensen Huang said, pushing back on fears that AI agents will cannibalize the enterprise software industry. Instead, agentic AI will use software tools ...

There are plenty of programs based on algorithms that can appear like AI, but in reality, have nothing to do with it.