Citigroup analyst Tyler Radke said that the best bet for investors is to own names that will "be relevant as we get to the ...

By Chibuike Oguh, Samuel Indyk and Danilo Masoni NEW YORK/LONDON, Feb 3 (Reuters) - A significant selloff among U.S. and ...

PLP Funds portfolio manager Josh Koren discusses the recent sell-off in software and analytics companies driven by AI, as ...

By Chibuike Oguh, Danilo Masoni and Medha Singh Feb 4 (Reuters) - Investors were assessing on Wednesday whether a selloff in ...

Updates to Anthropic's AI chatbot sparked fears of a disruption to the data and professional services industries. Read more ...

Enterprise software stocks fell on Tuesday while analysts noted that growth is broadly not accelerating in software, while it is in sectors exposed to AI.

Discover the best marketing analytics software in 2026. Compare top platforms for data tracking, campaign monitoring, and ...

Dan Ives, a Wedbush analyst and AI mega bull, says this week's software stock sell-off offers a chance to buy tech stocks at ...

U.S. software stocks extended their slide on Wednesday, driven by fears of disruption caused by artificial intelligence, with ...

The exodus from software stocks hasn't been limited to the U.S., and two leading brokers made the case that AI fears were overblown in European-listed shares. JPMorgan said the London Stock Exchange ...

Futures are trading lower once again after another up-and-down day on Wall Street. Once again, the rotation narrative rang ...

O 29, Michael Sansoterra, Silvant Capital CIO, appeared on a CNBC Television interview to discuss his outlook on the ...