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

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

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

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 ...

Wall Street has become so bullish on AI that it’s made investors bearish on software. Legacy software names like Salesforce, ...

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 ...

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

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.

IBM Q4 earnings beat lifted shares 6%. See analyst upgrades, price targets, and key drivers like AI, infrastructure, software growth—read the ...

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 ...

S&P 500 software and services index nothed its sixth straight session of losses since Jan 28. Read more at straitstimes.com.