Morgan Stanley sees a coming wave of direct lending defaults in private credit, driven largely by AI's disruptive effects on the software sector.

AI jitters tanked software stocks this year, but Deutsche Bank says fears have peaked. The firm upgraded its software rating ...

The impact of artificial intelligence on the software industry will not be severe enough to cause a sector wide wave of ...

Software stocks have bounced off their lows, and a D.A. Davidson analyst recommends focusing on those with compelling growth rates.

Wanting to cut back on costs, a software company decides to hire engineers abroad. Everything goes well for several months until a conflict breaks out in the region. Trying to reach safety with their ...