While putting pressure on software departments may be warranted, executives must not rush to drastic cuts without understanding the gaps in a full-scale AI transition.

Cursor’s latest tool enables AI to write code independently, raising the question: do we still need software engineers?

Agentic AI may become the next big AI supercycle. UiPath looks uniquely positioned to be a winner in this AI niche. However, as we enter 2026, the next big AI supercycle may be emerging. The first ...

For at least two decades, Software as a Service -- aka SaaS -- has been at the center of the technology universe, with applications fully accessible via the internet. Now, artificial intelligence is ...

Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at ...

To join the CNBC Technology Executive Council, go to cnbccouncils.com/tec Tech companies are increasingly bundling AI costs into subscriptions and often the AI tools ...

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 ...

AI disruption fears are causing major shifts in market sentiment, with a widening performance gap between perceived AI ...