If you're seeking chart-topping gaming performance, then Alienware's biggest and most powerful prebuilt desktop computer should be high on your list. For just a few more days the Alienware Area-51 AMD ...

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 ...

The golden age of unbridled spending on AI software might be behind us, as vendors say it’s a lot harder to make a sale than it used to be. Last year represented something of a boon era for vendors ...

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 ...

Speaking on CNBC's "Closing Bell," Ives said investors are pricing in an unrealistic scenario in which AI tools rapidly replace traditional software platforms. "The most disconnected trade I've ever ...

Software has been the market’s favorite growth story for more than a decade. But lately, it’s been the market’s punching bag. In a recent MarketBeat conversation, Chaikin Analytics founder Marc ...

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 ...