Peak XV Partners has raised its first independent fund since its split from Sequoia Capital. This and more in today's ETtech ...

I’ve been talking about the demise of SaaS for two years and now I just want to shout it from the rooftops because a lot of companies still aren’t listening. In fact, what you’re about to read is a ...

On Monday, Databricks announced it reached a $5.4 billion revenue run rate, growing 65% year-over-year, of which more than $1.4 billion was from its AI products. Co-founder and CEO Ali Ghodsi wanted ...

The insurance industry is navigating one of its most significant periods of transformation. Competitive pressures, shifting customer expectations and rising regulatory demands are reshaping the ...

Software stocks in particular, and tech stocks in general, are getting hammered. The MoneyShow Chart of the Day shows the YTD performance of the iShares Expanded Tech-Software Sector ETF (IGV), the ...

Market data reflects trailing 7-day stock price performance through February 4, 2026 for the 25 publicly traded software companies with the largest declines over that period. Public market analysis ...

The SaaS sector dropped 30% in 90 days on AI generated obsolescence fears. Autodesk commands 70-80% of the global architecture market with prohibitively high switching costs. Palantir’s AI platform ...

As the gusts die down, the “SaaS-pocalypse” has been downgraded to a mere “Severe SaaS Weather Event.” That’s the thinking of Goldman Sachs CEO David Solomon at least, who said at a UBS conference in ...

For more than two decades, the Software as a Service (SaaS) sector has been driven by an unshakeable assumption: that at the core of every software implementation, there are humans. The business model ...

Palo Alto Networks reported 16% revenue growth to $2.47B in fiscal Q1. Operating margins exceeded 30% for two consecutive quarters. CrowdStrike’s Falcon Flex generated $1.35B in annual recurring ...

The current selloff in software stocks (IGPT), (XSW), (IGV) is an overreaction driven by misplaced fears that artificial intelligence will eliminate the need for software, according to Ray Wang, ...