Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 10.3% in the afternoon session after it received an upgrade ...

Salesforce and NetSuite are among the best CRMs in 2025. We compared their pricing, features and more to help you determine ...

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S. Large Cap Growth Strategy.” A copy of the letter can be downloaded here.

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5.9% in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic ...

Software stocks may not have seen the end of their turmoil, but many industry analysts say the sell-off is overdone.

Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...

The death of SaaS is a theme that has been aired and returned to before Altman chipped in with his thoughts, most notably when Klarna’s CEO declared he was kicking out Salesforce and Workday and ...

Software business models are under threat, say analysts and investors.

Software stocks entered a bear market last week. The latest bout of selling was brought on by Anthropic's unveiling of a new ...

The negative sentiment is reaching extreme levels,” wrote Jefferies analysts of last week's software stock sell-off.

Vibe coding everything is just not worth it, says A16z partner Anish Acharya.

The Data Warehouse Automation Software Market is driven by the growing need to accelerate data integration, reduce manual development efforts, and improve data accuracy. Increasing adoption of ...