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.

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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 ...

Due to the factors discussed above, Broadcom's VMware Enterprise Software solutions have a much wider moat as compared to the average everyday SaaS-based software company. That being the case, current ...

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 ...

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OpenAI’s latest product could change the way you create apps—no coding skill required. OpenAI just lobbed a grenade at vibe-coding startups like Cursor and Windsurf. The company behind ChatGPT has ...

TIOBE Index for February 2026: Top 10 Most Popular Programming Languages Your email has been sent February’s TIOBE Index shows a leaderboard that looks steady at first glance, but small shifts beneath ...

Amodei highlighted the expanding agentic capabilities around Claude, fueled by open-source plug-ins that now support critical business areas. Dario Amodei, the CEO of Anthropic, has forecasted that ...

Big Tech CEOs this week brushed aside worries that AI will evaporate the competitive moats of established software companies, even as those firms have seen their stocks plunge amid a steep, ...