"Software is already eating AI" and will continue to do so, according to HSBC, with the bank shrugging off recent market fears about the sector being displaced by artificial intelligence. Software ...

The result? Plummeting share prices for Salesforce (down 14 percent), Intuit (31 percent), Oracle (19 percent), Shopify (9 percent), HubSpot (20 percent), Atlassian (44 percent), Docusign (22 percent) ...

Bill Gurley offered advice to people who still believe in SaaS companies during an interview on CNBC. He said to stop complaining about falling prices and pick "them up off the floor." He also said ...

Every engineering leader watching the agentic coding wave is eventually going to face the same question: if AI can generate production-quality code faster than any team, what does governance look like ...

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AI-driven software disruption fears are overblown; SaaS firms may thrive with AI. Enterprise DIY software projects often fail, benefiting established SaaS vendors. AI startups struggle against SaaS ...

Inside many enterprises, the build-versus-buy debate is no longer theoretical. Teams are quietly replacing specific workflows with tools they create themselves—sometimes in days, sometimes without IT ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. The SaaS-pocalypse is driven by concerns that agentic AI will ...

The future isn’t all incumbents or all AI-native startups, it’s a blended ecosystem of agent-driven platforms, new pricing structures, and AI governance layers, says Deloitte. Dramatic phrases like ...

Product releases from Anthropic PBC last week triggered a nearly $1 trillion selloff of enterprise software stocks, extending a decline that’s been on course for some time. Salesforce Inc., which ...

Stocks can rise and fall to levels beyond your imagination. A lower stock price doesn’t always mean a better value. Don’t forget to include the cons when building an investment thesis. Last week, ...