You're currently following this author! Click to unsubscribe from email alerts. Author of the AI Insider newsletter In 2011, venture capitalist Marc Andreessen declared "software is eating the world." ...

A ransomware attack hitting your servers at 3 a.m. A server failure wiping out months of work. Data loss always happens when you least expect it.

Buyout funds and lenders were drawn to reliable revenue and low costs. Now the entire business model is at risk ON WALL STREET, there’s a disaster ­scenario known as the “SaaSpocalypse” that goes ...

The AI shock is forcing investors to separate resilient, mission-critical software companies from more vulnerable business models. Private credit’s heavy exposure to software faces a major test, as AI ...

Engineers in Silicon Valley have been raving about Anthropic’s AI coding tool, Claude Code, for months. But recently, the buzz feels as if it’s reached a fever pitch. Earlier this week, I sat down ...

It’s not just the stocks of software companies that are taking hits from worries about artificial intelligence. In the private credit market, where loans to software firms had become a favored sector ...

Software stocks fall on AI disruption fears, but selling intensity eases Scramble to shield portfolios as AI muddies valuations, business prospects Selloff has been overdone, analyst says Software and ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

AI disruption risk impacts leveraged loans more than high-yield bonds Tech borrowers face higher borrowing costs and scrutiny from lenders No software sector deals in pipeline as firms await trading ...

Pretty much everyone understands that modern electronics receive regular updates, introducing new features or critical security patches for potential vulnerabilities. Everything from your smartphone ...