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 ...
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 had a historically weak January, but does that mean the sector should be left for dead? Some analysts see selective ways to play the beaten-down sector, even in the face of bearish ...
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 ...
Apollo Global Management’s John Zito left the audience of investors stunned. Addressing a gathering in Toronto last fall, he said that the real threat for private capital markets wasn’t tariffs, ...
New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...
Nvidia Chief Executive Jensen Huang, seen on a recent visit to Taiwan, spoke at a Cisco event Tuesday.Ann Wang/Reuters Worries about artificial intelligence disrupting the software business are ...
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, ...
Wedbush (IVES) said Microsoft (MSFT), Palantir Technologies (PLTR), CrowdStrike (CRWD), Snowflake (SNOW) and Salesforce (CRM) are the five software stocks to own amid what it calls the "software ...
NEW YORK/LONDON, Feb 3 (Reuters) - A significant selloff among U.S. and European data analytics, professional services and software companies deepened on Tuesday, with some investors pointing to a ...
Tech workers have been worried for years about the AI tidal wave coming for their jobs, but their bosses are starting to worry now, too. Shares in companies involved in research and legal software, ...
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Software sector loses about 30% of value in three months. Here's what's behind the sell-off
CNBC's Michael Santoli breaks down why software stocks are facing a sell-off, what Anthropic's Claude may be capable of and how this can impact the broader tech sector. Carney comments on Conservative ...
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