Software companies with deep data and customer relationships can thrive, while those whose products can be automated by AI face serious risk. Software stocks plunged over the last three months or so, ...

A number of semiconductor and AI-related software stocks were dropping during Thursday trading amid a broader sell-off in the technology sector. The Philadelphia Semiconductor Index (SOX) had declined ...

Despite the AI-driven software stock meltdown, America’s largest corporations aren’t ditching their core business software just yet. Instead, they’re using the moment to squeeze better deals from ...

About nine thousand tech workers in the Seattle area have lost their jobs in the past year. That could be nine thousand people competing for a shrinking pool of tech jobs. This year started off with ...

March 10 (Reuters) - Deutsche Bank upgraded the U.S. and European technology sector to "neutral" from "underweight" on Tuesday and ‌turned "overweight" on software, saying the months-long rout sparked ...

Tech CEOs are “completely perplexed” by the recent AI-driven market sell-off in software stocks, according to Lead Edge Capital managing partner Mitchell Green. In an interview with CNBC, Green shared ...

Arthur Mensch, CEO of Mistral AI, said more than 50% of current software in an enterprise could be replaced by AI. Software stocks have sold off on fears AI could eat into so-called software as a ...

A tight correlation between mega-cap tech, software stocks and Bitcoin (CRYPTO: BTC) that fueled massive gains in 2024 and 2025 has now flipped into synchronized weakness, and one Wall Street ...

Fears of AI displacing software companies resulted in share price drops for ServiceNow and Salesforce. Salesforce saw 9% year-over-year revenue growth in the third quarter and raised its 2025 ...

NEW YORK, Feb 10 (Reuters) - The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has created opportunities ...

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 ...

Hard to believe, but amid the recent shellacking meted out to parts of the technology sector — on fears AI will eat software and jitters about gazillion-dollar capex pledges — the S&P 500 is only down ...