Plus: OpenAI is also creating a "super app." This is today's edition of The Download, our weekday newsletter that provides a ...

The Lenovo Yoga Slim 7i, the HP OmniBook X 14, and the ThinkPad X1 2‑in‑1 Aura Edition are all laptops that offer longer ...

Microsoft, like most large software companies, has been pushing its customers to use — and pay for — AI features over the ...

The pace of change surrounding artificial intelligence will undoubtedly affect software companies. The future of software is less clear today than it was a year ago, in our view, which informs our ...

Generative AI has fractured the economics of software engineering. Agentic coding assistants now give senior engineers an AI boost, multiplying their throughput, while imposing an AI drag on ...

The enterprise AI industry has a dirty secret. Despite billions in investment and breathless coverage of each new model release, most AI projects never make it out of the lab. Research from Gartner ...

International Business Machines is insulated from AI disruption due to its mission-critical, deeply integrated enterprise software and hardware solutions. IBM's mainframes and core systems remain ...

The best tech trade in 2026 has been to buy semiconductor stocks and sell software makers. The iShares Semiconductor exchange-traded fund is already up 19%, building on a 40% gain in 2025. Software ...

Software stocks have seen a huge run-up over the last 15 years. Some software stocks were due for a breather. While some software stocks are oversold now, others remain overvalued. So, what's causing ...

AI agents can’t entirely replace most software yet, but software companies will have to adapt to stay competitive, says Daniel Newman, CEO of The Futurum Group. As artificial intelligence companies ...