Software stocks have seen a huge run-up over the last 15 years. Some software stocks were due for a breather. While some software stocks are oversold now, others remain overvalued. So, what's causing ...
Analysts are lifting earnings estimates for software stocks, undeterred by the selloff over artificial intelligence disruption worries, according to Goldman Sachs Group Inc. strategists. Two-year ...
Software stocks have taken a beating, and now investors get a pause to assess the carnage and see whether some parts of the sector have been unfairly punished. The Shares Expanded Tech-Software Sector ...
As their stocks tank, software makers are rebranding themselves as A.I. innovators. Sparkle emojis are everywhere, but some efforts have been more successful than others. By Sarah Kessler When ChatGPT ...
NEW YORK, (Reuters) Feb 11 - A broad selloff in software stocks is ⁠starting ⁠to stall deal-making and IPOs in the sector as volatility ⁠makes valuations unreliable and potential buyers cautious, ...
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?
Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.
The selloff in software stocks is compounding on Tuesday, reinforcing the software sector’s historic underperformance relative to the chip sector. Jessica Rabe, the co-founder of DataTrek Research, ...
Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week. Now Anthropic is taking another leap forward, improving its model. Anthropic’s new Claude Opus 4.6 model, announced ...
Artificial intelligence won’t destroy the software business. But the persistent belief that it will can still do a lot of damage. And that has already been done. Software stocks have been on a ...
A selloff in software debt has pushed billions of dollars of loans into distressed territory, rapidly repricing a market amid the threat of AI disruption. More than $17.7 billion of US tech company ...