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

After AI fears sparked a sell-off in software shares, JPMorgan analysts say a handful of stocks look like they could weather further fears of disruption.

Get me out” is what Jeffrey Favuzza, an equity trader with Jefferies, says he is hearing from clients in an interview with ...

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 a discount.

This fast-growing AI infrastructure stock could pop after its upcoming quarterly report.

Investing.com -- After a challenging 2025 where artificial intelligence concerns weighed heavily on application software stocks, 2026 offers potential for improved sentiment as AI-related risks appear ...

Software stocks are experiencing a harsh sell-off as investors fear the artificial intelligence (AI) trade is reaching a fever pitch.

Wedbush said Microsoft, Palantir, CrowdStrike, Snowflake and Salesforce are the five stocks to own amid what it calls the "software apocalypse." ...

Don’t forget to include the cons when building an investment thesis.

Software stocks may not have seen the end of their turmoil, but many industry analysts say the sell-off is overdone.

Databases represent one of the hardest layers of software to disrupt. Switching costs are high, integrations are deep, and reliability is critical. As AI workloads grow more complex and data intensive ...

As investors debate whether artificial intelligence will ultimately make large portions of the software industry obsolete, it ...