Global brokerages argue that the "tribal context" and domain expertise of Indian IT firms make them essential for the AI-driven future of software. (Image: Canva) HSBC said that the narrative that AI ...

Artificial Intelligence stocks have gotten off to a tough start to the year, due to ongoing concerns about capital expenditures, valuations, and diminishing returns. Meanwhile, software stocks have ...

On Tuesday, the roof caved in on software, media, and information company stocks like Salesforce, Reddit and Thomson Reuters. The proximate cause was the introduction of the latest ...

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The "SaaSpoclaypse" continues, but one top tech leader thinks it's overblown. Software stocks have been tumbling this year, and the reason is clear. Investors are suddenly afraid that AI will disrupt ...

Nvidia CEO Jensen Huang dismissed fears that artificial ⁠intelligence will replace software and related tools, calling the idea "illogical", after a significant selloff in global software stocks this ...

Jensen Huang said that AI will use existing software platforms as tools. A number of large software stocks are down more than 25% from recent peaks. Thus far, earnings reports from software companies ...

Nvidia Chief Executive Jensen Huang, seen on a recent visit to Taiwan, spoke at a Cisco event Tuesday.Ann Wang/Reuters Worries about artificial intelligence disrupting the software business are ...

Software stocks have been tumbling this year, and the reason is clear. Investors are suddenly afraid that AI will disrupt software, and there are signs that tools like Anthropic's Claude Cowork is ...

Feb 4 (Reuters) - Investors were assessing on Wednesday whether a selloff in global software stocks this week had gone too far, as they weighed if businesses could survive an existential threat posed ...

Nvidia CEO Jensen Huang dismissed fears that artificial ‍intelligence will replace software and related tools, calling the idea “illogical”, after a significant selloff in global ‌software stocks on ...

[BENGALURU/SINGAPORE] Nvidia chief executive officer Jensen Huang dismissed fears that artificial intelligence (AI) will replace software and related tools, calling the idea “illogical”, after a ...