There’s one critical takeaway for us as AI flits through the market, whacking sector after sector as it does: Actively ...

Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

Investors have been ditching software stocks for months on fears of disruption from artificial intelligence, and upcoming ...

Goldman Sachs Group Inc.’s asset management arm has sought to reassure clients that redemption rates and software exposure are both relatively low in one of its biggest retail-oriented private credit ...

Energy and utilities emerge as big winners from fears that artificial intelligence will upend software industry ...

Google reinforces asset variety, updates ad scheduling pacing, and Microsoft launches self-serve negative keyword lists. Here’s what advertisers need to know.

The private credit stress has started with Blue Owl and New Mountain, and this is likely the early phase of an unfolding ...

JPMorgan Chase CEO Jamie Dimon is anxious as high asset levels collide with increased competition among lenders and jitters over loans to the software industry.

By transforming ALM systems from static databases into dynamic mentorship platforms, companies are codifying decades of intuition into digital guidance.

The correlation between Bitcoin and the software technology sector reached levels of 0.68 to 0.78 in 30-to-90-day rolling windows during 2025, according to data from Grayscale, ByteTree Research, and ...

Blue Owl Capital currently trades at a historically low 11x multiple with a forward yield near 9%. Click here to read my ...

Some sectors in the S&P 500 have valuations out of step with their history. That doesn't mean the shakeup will stop soon.