A Friday bounce may have left some investors feeling better heading into the weekend, but a violent sell-off in tech names focused on the software industry this past week had Wall Street strategists ...

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 ...

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked. Claude Cowork is meant to be like an AI colleague, with the ability to read files, ...

Monday - Friday, 6:00 - 7:00 PM ET CNBC's Jim Cramer said the sell-off in software reflects a shift in how investors value future growth rather than a collapse in earnings. The "Mad Money" host said ...

Software sector faces sharp selloff, dragging down IGV over 5% and impacting the broader tech market. Microsoft (MSFT) drops 12% despite solid results as investors question whether elevated capex will ...

Software stocks are witnessing their worst month since the Lehman Brothers collapse. Investors are now reassessing whether traditional business models can withstand the rapid advance of artificial ...

Software stocks hit the skids today. The rout underscores how fast Wall Street’s enthusiasm for the sector has evaporated in the months since the emergence of “vibe coding”—the practice of using AI ...