Software stocks had a brutal week, aside from a Friday rally, extending what has been a rough year for the industry. I touched base with our tech columnist, Ali Barr, the best I know on AI business ...

In the crowded world of productivity software, Notion has emerged as one of the biggest success stories of the past decade.

For decades, the technology industry has operated with a clear division of labor. Software companies built products.

The business model of technology and software providers has changed significantly over the last decade, reflecting how digital services are now consumed and valued. What was once built around selling ...

For much of the decade after the great financial crisis, the software trade was among the simplest and most profitable calls on Wall Street: buy scalable software franchises priced for high recurring ...

It’s tough to cheer for a company with $46 billion in revenue, the monopoly power to dictate technology, and net profit margins consistently north of 30%. Microsoft doesn’t make friends easily.

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