AI spending could return to core software platforms, driving renewed revenue growth for select software companies this year.

AI investment is reshaping software stocks as scale, data and execution drive long-term growth, says RBC Capital Markets’ Rishi Jaluria.

HCLTech Ltd. is expected to report stronger sequential growth in the December quarter, with margins seen expanding on the ...

(Reuters) -IBM will cut roles this quarter, the company said on Tuesday, potentially impacting thousands of employees while it shifts focus towards its high-margin software segment, as Wall Street ...

(Bloomberg) -- International Business Machines Corp. will cut thousands of workers this quarter while it continues to shift the focus of its business to higher-growth software and services. “We ...