Two things to know about the selloff in software stocks. First, the easy wordplay is already taken. “SaaSpocalypse” is everywhere, suggesting a biblical reckoning for software-as-a-service companies.

CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on ...

Broadcom Inc. is upgraded to Strong Buy, as market fears over AI-driven SaaS disruption are overstated for its Infrastructure Software segment. Broadcom’s AI Trifecta - networking, XPU compute engines ...

Warp, which builds software to help developers control AI agents and other software from the command line, is rolling out a new tool called Oz to collaboratively command AI in the cloud. But, says ...

Software developers have spent the past two years watching AI coding tools evolve from advanced autocomplete into something that can, in some cases, build entire applications from a text prompt. Tools ...

Pendo employees talk in a break area inside the Pendo building in downtown Raleigh. Travis Long tlong@newsobserver.com I’m Brian Gordon, tech reporter for The News & Observer, and this is Open Source, ...

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As much as half of all the code produced at Alphabet, the parent company of Google, is being generated by artificial intelligence (AI) coding agents. The use of AI to drive operational efficiency and ...

Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders dumping shares of companies across the industry as fears about the ...

New Delhi: Anthropic, the company behind the Claude AI models, shared a detailed blog post yesterday about pushing the boundaries of what AI can do on its own in software development. Researcher ...

Has AI coding reached a tipping point? That seems to be the case for Spotify at least, which shared this week during its fourth-quarter earnings call that the best developers at the company “have not ...

Mustafa Suleyman says vibe coding is rapidly lowering the barrier to building apps, a shift that could put traditional software at risk. The Microsoft AI CEO said in an episode of the "Exponential ...