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 ...

While the broader software selloff is driven by fears of AI disruption, Dynatrace is actually building AI directly into its core product (observability + AI agents). Despite strong earnings, cash flow ...

Salesforce and Microsoft envision an AI future in which businesses still need their platforms — they just use them ...

The software sector is lagging artificial intelligence stocks by an ever-widening margin, even as the AI trade has cooled. Morningstar senior equity research analyst Dan Romanoff attributes the steep ...

Hopes for a rebound in battered software stocks have quickly faded, as renewed anxiety over artificial intelligence disruption pushes the sector to one of its weakest starts in years, Bloomberg News ...

Shares of software companies have taken a beating in 2026 as investors reassess valuations and the potential risks introduced by artificial intelligence (AI). Three software stocks worth calling out ...

Anthropic's Claude plug-ins sparked a panic that wiped nearly $1 trillion from software stocks in six trading days, but the selloff went too far. JPMorgan identified software firms with proprietary ...