The business model of technology and software providers has changed significantly over the last decade, reflecting how digital services are now consumed and valued. What was once built around selling ...

Software stocks had a brutal week, aside from a Friday rally, extending what has been a rough year for the industry. I touched base with our tech columnist, Ali Barr, the best I know on AI business ...

For much of the decade after the great financial crisis, the software trade was among the simplest and most profitable calls on Wall Street: buy scalable software franchises priced for high recurring ...

Large language models are advancing rapidly, delivering AI agents and enabling the creation of lightweight, task-specific applications in days rather than months. Market concerns have manifested in ...

What if creating software became as easy and affordable as writing a text message? The rise of AI-powered coding has sparked a seismic shift in the software industry, making once-costly applications ...

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 ...

This post originally appeared in the BI Today newsletter. You can sign up for Business Insider's daily newsletter here. The future of software Software stocks had a brutal week, aside from a Friday ...