Strategy
Why AI Is Forcing Markets to Rethink Software Stocks
A global selloff is forcing investors to question whether artificial intelligence strengthens enterprise software moats or quietly dismantles them.
A global selloff is forcing investors to question whether artificial intelligence strengthens enterprise software moats or quietly dismantles them.
With a blockbuster stake sale and record quarter behind it, SoftBank turns its gaze to OpenAI and infrastructure bets as the AI prize race begins.