Wedbush Securities's Dan Ives calls SaaS selloff the 'most disconnected trade' he's seen in his career. He argues AI ...

The sell-off has been driven by persistent instability in software names including Salesforce , CrowdStrike , Palo Alto ...

Investors continue to debate why software stocks have taken a beating. The real reason may be incredibly simple.

US software stocks were hit with a fresh burst of selling on Monday as investors fretted that AI will upend the industry, in a sell-off that cascaded to private capital groups tha ...

Concerns about the software industry are swirling, and Cathie Wood is selling Unity shares. So should you do the same?

The tools launched by AI startup Anthropic has triggered a sell-off across sectors on Wall Street through major parts of ...

SAP SE's cloud revenue is growing strongly, offsetting declines in legacy on-premise revenue. Click here to find out why SAP ...

We start with AI jitters on Wall Street, where US software stocks were hit with a fresh burst of selling yesterday that cascaded to private capital groups with heavy exposure to tech companies. What ...

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.

Software stocks have tumbled over the last few weeks, but they're not all buys.

The market might be overreacting to AI-driven fears about software stocks.