Software stocks entered a bear market last week. The latest bout of selling was brought on by Anthropic's unveiling of a new plugin for its Cowork agent.

Investors are scared of artificial intelligence (AI) disruption, which is presenting an opportunity to buy some high-quality ...

The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en ...

After last week's "broad and largely indiscriminate" software sell-off, some stocks within the industry are trading at a more than 50% discount to their fair value, Morgan Stanley analysts wrote in a ...

Shares of Microsoft and ServiceNow are trading at attractive prices after the steep sell-off in software stocks.

By Saqib Iqbal Ahmed and Lewis Krauskopf NEW YORK, Feb 9 (Reuters) - The software and services industry's recent plunge has ...

AppLovin has been growing rapidly and has more growth catalysts on the horizon. Salesforce, Workday, and UiPath should all benefit from growing interest in AI agents. GitLab's new pricing model and ...

Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with ...

GAAP, but GAAP profits lag as SBC weighs. Amid a correction in software stocks, the stock hasn't fallen enough to attract ...