Software stocks continue to tumble on AI-driven fears. Investors seem to think Microsoft is overspending on capital expenditures. The stock is trading at a modest discount to the S&P 500. The iShares ...

Nearly a week after software stocks plunged in response to earnings reports from industry heavyweights like Microsoft (NASDAQ: MSFT), ServiceNow, and SAP that were less than perfect, the sector ...

How Chinese is your car? Automakers are racing to work it out. Modern cars are packed with internet-connected widgets, many of them containing Chinese technology. Now, the car industry is scrambling ...

At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...

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 ...

(Bloomberg) — 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 ...

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Katelyn is a writer with CNET covering artificial intelligence, including chatbots, image and video generators. Her work explores how new AI technology is infiltrating our lives, shaping the content ...

We expect that Constellation will have grown revenues and earnings per share at a mid-teens and low-twenties rate, respectively, for the year. The company deployed most of its free cash flow on the ...