Market analysts warn that the sudden drop in software stocks reflects a deeper structural fear: generative AI is no longer seen as an add-on but as a direct substitute for traditional SaaS workflows. Several equity strategists argue that the sector is entering a repricing phase where valuations will depend on how quickly companies can integrate AI without cannibalizing their core revenue models.
Category: Software
Updates and insights on apps, operating systems, productivity tools, cybersecurity, development trends, and the software shaping the digital world.
Windows 11 Hits 1 Billion Devices — But at What Cost?
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Microsoft Edge 132 has officially arrived in the Stable Channel, bringing a wide range of […]
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Windows 12 January 2026 — Microsoft has kicked off 2026 with a major update to […]
Microsoft Launches Copilot Runtime: A New AI Execution Layer for Apps at CES 2026
Microsoft used the stage at CES 2026 to introduce one of its most ambitious software […]
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