As their stocks tank, software makers are rebranding themselves as A.I. innovators. Sparkle emojis are everywhere, but some ...

Nvidia CEO Jensen Huang says the software sell-off is "the most illogical thing in the world." ...

A bear market for software stocks translates into an opportunity for value-seeking, long-term-minded investors.

AI fears have slammed software valuations fast, but the selloff is starting to throw off clearer signals. Here’s what’s ...

The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.

Dan Ives says Wall Street is underestimating software's role in the AI boom, calling the skepticism "disconnected." ...

After last week's "broad and largely indiscriminate" software sell-off, some stocks within the industry are trading at a more than 50% discount to their fair value, Morgan Stanley analysts wrote in a ...

But the sell-off turned into a meltdown last week after Anthropic ( ANTH.PVT) released an update to its Claude Cowork tool that included plugins to perform common tasks related to legal, marketing, ...

The carnage reflects growing nervousness over the future of the software industry in the age of artificial intelligence. The value of listed American enterprise-software companies is down by 10% over ...

With the release of Claude Opus 4.6, the SaaS [software as a service] basket of stocks was swiftly pulled downward along with the news: ...