Software sidesteps shortages: Datadog and CrowdStrike benefit from being insulated from the helium supply crisis affecting chipmakers, fueling strong earnings and growth outlooks. Automation tools ...

Michael Saylor doesn’t just believe in Bitcoin. He’s betting his entire company on it. On Saturday, the billionaire founder of MicroStrategy, once a sleepy business software firm, announced he had ...

A top-performing asset manager is warning that few software firms will survive the rapid growth of artificial intelligence – which could potentially automate most of their services. Nick Evans, a ...

Businesses are spending more on Anthropic and other AI providers, and the additional budget has to come from somewhere. One ...

A new survey from Georgian Partners shows that domestic companies lag behind their international peers in “foundational” AI adoption.

Gene Munster, managing partner at Deepwater Asset Management, believes companies facing AI disruption must aggressively respond or risk losing their market positions. The market has seen meaningful ...

Artificial intelligence is changing how software is built, priced, and bought—and the speed of that shift is starting to stress parts of the software industry that have long been considered dependable ...

OneStream's share price down 45% from peak valuation Company working with JPMorgan on strategic options Private equity firms Blackstone and Hg consider bids for OneStream Nov 5 (Reuters) - Financial ...

European private equity firm Perwyn is in the process of finalizing a deal to buy a minority stake in French software firm SoftNext, according to people with knowledge of the matter. SoftNext, which ...

Apollo executive John Zito said private equity firms are broadly misstating the value of their software holdings, telling UBS clients last month that "all the marks are wrong." Zito warned that ...