Orlando Bravo, co-founder of buyout firm Thoma Bravo, said he sees software stocks as oversold. Bravo said most publicly traded software companies don't have enough profit. The tech investor said he ...

Stocks can rise and fall to levels beyond your imagination. A lower stock price doesn’t always mean a better value. Don’t forget to include the cons when building an investment thesis. The market is ...

NEW YORK, Feb 9 (Reuters) - The software and services industry's recent plunge has ignited fears that the artificial intelligence boom may be reshaping markets in unexpected ways, raising questions ...

Software stocks just suffered their worst relative selloff on record, but Goldman Sachs says investor fear around artificial intelligence disruption has gone too far, creating rare opportunities in ...

Hard to believe, but amid the recent shellacking meted out to parts of the technology sector — on fears AI will eat software and jitters about gazillion-dollar capex pledges — the S&P 500 is only down ...

The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street. Data delayed at least 15 ...

The unrelenting selloff in software shares has left tech investors antsy enough that they’re starting to pony up for protection against yet another steep slide. There’s good reason for the concern.

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 ...

Software stocks dragged the tech sector lower on Tuesday. Nvidia CEO Jensen Huang weighed in, saying fears of AI disruption are "illogical." The software-led rout marks a rotation into other parts of ...

IT stocks globally have been under pressure for months, due to fears of AI affecting future business growth. The latest crash in prices comes on the back of Anthropic rolling out new legal tools for ...

Software stocks fall on AI disruption fears, but selling intensity eases Scramble to shield portfolios as AI muddies valuations, business prospects Selloff has been overdone, analyst says Software and ...