We believe the current supercycle has stretched valuations for many companies displaying commodity-like characteristics. Read more here.

Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

As their stocks tank, software makers are rebranding themselves as A.I. innovators. Sparkle emojis are everywhere, but some efforts have been more successful than others.

Wall Street fears AI models will replace all packaged software. AI models' coding ability is still very mixed. Software executives are positioning their firms to be survivors. The modern software ...