For the risk of displacement due to AI, we ultimately focus on the NZS, or non-zero sumness, of the software businesses in which we are investing. The next largest bucket of software that we own has a ...

Microsoft has released out-of-band (OOB) security updates to patch a critical ASP.NET Core privilege escalation vulnerability. The security flaw (tracked as CVE-2026-40372) was found in the ASP.NET ...

Microsoft has released out-of-band updates to address a security vulnerability in ASP.NET Core that could allow an attacker to escalate privileges. The vulnerability, tracked as CVE-2026-40372, ...

Vibe coding, the idea that anyone can create software simply by prompting AI, is one of the most hyped technology trends right now. The promise is seductive. Type in what you want, let the AI generate ...

Google has altered its Stitch software to include a new feature that uses AI to help people create UI designs. This will essentially let anyone, even those without any coding experience, design UIs ...

"Software is already eating AI" and will continue to do so, according to HSBC, with the bank shrugging off recent market fears about the sector being displaced by artificial intelligence. Software ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

NEW YORK, Feb 10 (Reuters) - The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities ...

The selloff in enterprise software stocks that crushed the market for most of last week was abating for the second straight session on Monday for some of the more established names. Is it time to buy?

A monthly overview of things you need to know as an architect or aspiring architect. Unlock the full InfoQ experience by logging in! Stay updated with your favorite authors and topics, engage with ...