Managed Agents are actually bullish for these software stocks: Morgan Stanley

Morgan Stanley analysts are pushing back on the software sector’s reaction to the rise of managed AI agents, arguing that the selloff in cloud infrastructure stocks misreads how the technology ...

Microsoft exec suggests AI agents will need to buy software licenses, just like employees

Are AI agents employees or tools? A Microsoft exec suggested they're new paid "seats," a shift that could reshape SaaS ...

Why Artificial Intelligence (AI) Won't Destroy Software Companies, According to This Microsoft Executive

Many software stocks have been struggling this year due to growing concerns that artificial intelligence (AI) will take over ...
24/7 Wall St.

Nvidia’s CEO Sees Software Instances “Skyrocketing” — A Shift Investors Can’t Ignore

There were so many takeaways from the sitdown between Nvidia (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang and ...
Blockonomi

Bernstein: Cloud Infrastructure Will Dominate as AI Agents Reshape Software Industry

Bernstein's 5-year AI forecast: cloud infrastructure wins as software evolves around AI control planes. Legacy systems face ...

AI agents are acting like employees, but company structures still treat them like software

AI agents are now operators, acting on their own accord without the need for a human manager to lead the way. These ...
Crowdfund Insider

Identity Verification Firm Vouched to Support AI Software Agents

Vouched, the enabler of AI-powered identity verification, announced the launch of several initiatives to ensure the coming ecosystem of AI Software Agents is built on “a foundation of strong identity ...