Workday Inc.’s second-quarter earnings beat wasn’t enough to assuage investor fears about an ongoing downturn in the software industry. Workday WDAY reported earnings per share of $2.21 late Thursday, ...

It has been a difficult start to 2026 for the software industry. New artificial intelligence (AI) product releases from the likes of Anthropic have investors questioning whether AI agents will replace ...

Salesforce (CRM) fell 28% year-to-date to $185.43. ServiceNow dropped 30% and Microsoft declined 17%. Dan Ives says software now represents a ‘generational buy’ opportunity. Salesforce trades at 14.2x ...

U.S. stock indexes fell on Thursday on a renewed selloff in software and technology shares, while strong labor market data tempered expectations for a central bank rate cut. Fears of AI disruption ...

Wall Street executives have a message for investors: The demise of software businesses from artificial intelligence is greatly exaggerated. Top leaders at major banks and investment firms are seeking ...

Nvidia CEO Jensen Huang argues AI agents consume software rather than replace it and calls replacement fears illogical. SaaS stocks have been in free-fall for over a year as fears grow about AI agent ...

Market pros increasingly think the punishment of software stocks over the past few weeks went too far, creating new bargains in shares that were beaten down in an indiscriminate selloff. Strategists ...

Bloomberg Media has launched a one-stop home for its premium live and on-demand video content. Viewers can access all of Bloomberg’s video on its site and on the new "Stream" tab on the Bloomberg ...

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 ...