J.P. Morgan research highlights a logical disconnect in how investors value AI stocks and software stocks. The iShares Expanded Tech-Software Sector ETF is an easy way to buy the dip on software ...

SETI isn’t “going to meet aliens.” It’s listening for artificial radio signals and other measurable clues that point to technology. Those clues are called technosignatures—and the darkest category is ...

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 ...

The software sell-off erased $2 trillion of market cap and dragged the broader market last week. JPMorgan analysts said the software meltdown is an opportunity to buy the dip. Strong fundamentals and ...

Software stocks had a brutal week, aside from a Friday rally, extending what has been a rough year for the industry. I touched base with our tech columnist, Ali Barr, the best I know on AI business ...

Analysts see opportunities in shares of cybersecurity, infrastructure and HR software companies Investors can take a breather and assess whether there are opportunities to buy some beaten-down ...

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.

Big Tech CEOs this week brushed aside worries that AI will evaporate the competitive moats of established software companies, even as those firms have seen their stocks plunge amid a steep, ...

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 ...