Jensen Huang called the sell-off "the most illogical thing in the world." He's not the only one who has qualms with Wall Street's reaction.

The Wedbush analyst thinks there are still winners to be found among software stocks despite the recent sell-off.

Cloud software stocks have been big winners on the market historically, but lately, one of the surest bets in investing over the last decade has gone belly up.

Software stocks have been clobbered this week, adding to gains for short-sellers who have been betting against tech stocks so far in 2026.

Financial-data stocks were big losers as investors worried about the threat AI poses to tools for modeling and analysis.

By Lewis Krauskopf and Suzanne McGee NEW YORK, Feb 5 (Reuters) - Wall Street's "Software-mageddon" has been snowballing. Now investors are debating whether it is time to warm up to the beaten-down stocks.

Microsoft AI CEO says vibe coding is lowering the barrier to building apps, raising questions about how defensible software will be.

Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the sector.

After falling 26% in three months, Microsoft looks oversold.

Nvidia CEO Jensen Huang dismissed fears that AI will replace software as tech stocks were rattled by new tools from Anthropic this week.