Investors are betting big on infrastructure and “physical AI,” enticed by the prospect of new revenue opportunities.

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 ...

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 ...

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

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 ...

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 ...

Orlando Bravo, co-founder of Thoma Bravo, said some of the software companies being disrupted by AI are facing "very warranted" decreases in their valuations. Bravo said many of the names hit by AI ...

Bill McColl has 25+ years of experience as a senior producer and writer for TV, radio, and digital media leading teams of anchors, reporters, and editors in creating news broadcasts, covering some of ...

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 ...

Ondas (ONDS) to acquire Omnisys for AI-powered battle resource optimization software, boosting software-defined defense and real-time planning—read more.

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 ...

A packaging company is tapping a software firm to help brands keep an eye on their packaging waste in Europe, as the bloc ...