Tech shares sold off on Tuesday after Anthropic's latest AI tools hit software stocks. JPMorgan's Stephen Parker highlighted the rotation from tech as a healthy development. The strategist sees ...

Software sector ETF plunges 22% below recent highs, entering bear market territory as tech stocks face heavy selling pressure. Microsoft posts worst session since March 2020, dropping 12% after ...

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 ...

U.S. stock indexes fell on Thursday on a renewed selloff in software and technology shares, while strong labor market data tempered expectations for a central bank rate cut. Fears of AI disruption ...

Shares of technology companies rallied as fears about the obsolescence of software and data providers in the age of artificial intelligence subsided. The SPDR Select Sector Technology exchange-traded ...

Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia (NVDA) CEO Jensen Huang said he thought this week's sell-off of software company ...

Tech stocks tumbled on Thursday, with software shares hitting a bear market after Microsoft earnings. Microsoft shares plunged 10% after the tech giant reported soft cloud guidance and AI capex growth ...

Anthropic's newly launched AI plugins have triggered what analysts are calling a 'SaaSpocalypse'—a brutal selloff that wiped out roughly $285 billion from software, legal tech and financial services ...

A Friday bounce may have left some investors feeling better heading into the weekend, but a violent sell-off in tech names focused on the software industry this past week had Wall Street strategists ...

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. (Feb 5): The unrelenting selloff in ...

In 2026, artificial intelligence is everywhere-it writes code, creates images, generates audio and video, analyzes contracts and runs customer support desks. Tech giants compete over model sizes and ...

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked. Claude Cowork is meant to be like an AI colleague, with the ability to read files, ...