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 ...

Given the backdrop, the bank urged investors to discriminate rather than buy the sector broadly, favouring U.S. names over Europe. UBS stated stocks that are “cheap on HOLT, have a P/E relative below ...

Mistral AI clinched its first acquisition with the purchase of infrastructure startup Koyeb as the French artificial-intelligence major looks to iron out its processes and bolster computing ...

Fears of disruption from AI programs have led to a sell-off in software stocks. Axon is down 50%, even though its business is anchored in hardware like the TASER. Atlassian is off 70%, and it seems ...

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 ...

The S&P North American Technology Software Index, which tracks 111 software stocks, has fallen 30% from the all-time high it hit in September. The puts the index in bear market territory, and ...

The selloff in enterprise software stocks that crushed the market for most of last week was abating for the second straight session on Monday for some of the more established names. Is it time to buy?

Software stocks just suffered their worst relative selloff on record, but Goldman Sachs says investor fear around artificial intelligence disruption has gone too far, creating rare opportunities in ...

Software stocks had a historically weak January, but does that mean the sector should be left for dead? Some analysts see selective ways to play the beaten-down sector, even in the face of bearish ...

Brad Gerstner, Altimeter Capital's Founder & CEO, joins CNBC's "Halftime Report to debate software's plunge this week and how he's trading the space. How old is too old to shovel snow? Here's what ...