Many private-credit fund managers are playing down their exposure to software as fears spread about threats from artificial intelligence. A detailed analysis revealed four large funds marketed to ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

Investors are punishing the cloud hyperscalers over rising infrastructure budgets. Some SaaS businesses are trading at valuations that appear unsustainable. AI models from Anthropic and OpenAI are ...

In the aftermath of the AI-fueled software plunge, JPMorgan makes the case for investors to buy the dip. Analysts named several top stock picks that are positioned for dip buyers after the sell-off.

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 ...

New tools from Anthropic tanked software stocks on Tuesday, with weakness continuing on Wednesday. Software stocks have wobbled for months, and the sector officially entered a bear market last week.

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 ...

In this article, we will look at the 14 Best Software Stocks to Buy According to Wall Street Analysts. On January 29, Michael Sansoterra, Silvant Capital CIO, appeared on a CNBC Television interview ...

Windows 11 24H2 offers a clean start, but must-have PC software fills gaps that native tools leave behind. From telemetry blockers to GPU diagnostics and file search utilities, the right programs ...

Software stocks have lagged AI names by a significant margin for most of 2025. Software stocks are significantly undervalued, according to Morningstar analysts, and many have sound fundamentals ...

OpenAI on Thursday announced it has acquired Software Applications Incorporated, a small company that developed a Mac product called Sky. All employees from Software Applications will join OpenAI.

Andrej Karpathy discusses the transformative changes in software development driven by large language models (LLMs) and artificial intelligence, comparing the current era to the early days of ...