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?

JPMorgan believes that software stocks, which have slumped in 2026 because of investor fears that artificial intelligence will undermine their business, have now fallen too far, creating an ...

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 ...

Investing.com -- Morgan Stanley believes the sharp pullback in software valuations has created buying opportunities across nine major technology names, arguing that fears around generative AI ...

In the aftermath of the AI-fueled software plunge, JPMorgan makes the case for investors to buy the dip. Analysts named several top stock picks that are positioned for dip buyers after the sell-off.

Software stocks have dropped into a bear market due to concerns about AI, but Nvidia CEO Jensen Huang says the market's reaction has been "illogical." Microsoft's generative AI copilots are gaining ...

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 have taken a beating, and now investors get a pause to assess the carnage and see whether some parts of the sector have been unfairly punished. The Shares Expanded Tech-Software Sector ...

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 ...

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 ...