A bear market for software stocks translates into an opportunity for value-seeking, long-term-minded investors. In other words, software stocks are mired in a bear market -- and that means opportunity ...

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 ...

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 ...

Software stocks have gotten creamed over the past week, primarily due to the release of Anthropic's Claude Cowork agentic AI tool. The iShares Expanded Tech-Software Sector exchange-traded fund is now ...

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.

LONDON, Feb 5 (Reuters Breakingviews) - Public market investors are freaking out about artificial intelligence. Yet the pain may be even more dramatic in the worlds of private equity and credit.

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 ...

After dominating Wall Street for more than a decade, the software trade is now suffering one of its worst and rapid drawdowns in years — and the numbers are staggering. The index is now down 16% in ...

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 ...