Nvidia CEO Jensen Huang says the software sell-off is "the most illogical thing in the world." ...

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

By Siddarth S Feb 10 (Reuters) - Concerns that artificial intelligence could disrupt large parts of the software industry have started to spill into credit markets, Morgan Stanley warned, as software ...

The S&P 500 was heading for its third-straight day of losses as investors hastened their rotation out of tech stocks on Thursday.

People debating whether software stocks deserved to get hit so hard are overlooking a bigger question.

But the sell-off turned into a meltdown last week after Anthropic ( ANTH.PVT) released an update to its Claude Cowork tool that included plugins to perform common tasks related to legal, marketing, ...

Is G2 becoming too powerful after acquiring Capterra, Software Advice, & GetApp? Data, market share, & what this means for ...

The negative sentiment is reaching extreme levels,” wrote Jefferies analysts of last week's software stock sell-off.

Software firms drive innovation, create long-lasting customer relationships, and offer resilient economic models. With a projected annual growth rate of 11% through 2029, the industry is thriving, ...

Electric vehicle manufacturer Rivian (NASDAQ:RIVN) reported Q4 CY2025 results , but sales fell by 25.8% year on year to $1.29 billion. Its non-GAAP loss of $0.53 per share was 21% above analysts’ ...

Vertical software markets are very 'sticky' which means the LTV of an individual customer can be extremely long. These businesses have high pricing power as customers view their software as mission ...