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Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will survive. “We ...

There’s no doubt the AI-generated code landscape evolved at an unprecedented rate over the last year. The rise of vibe coding, where developers use large language models (LLMs) to generate functional ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

Orlando Bravo, co-founder of buyout firm Thoma Bravo, said he sees software stocks as oversold. Bravo said most publicly traded software companies don't have enough profit. The tech investor said he ...

Software stocks have gotten off to a rocky start to begin 2026. As of this writing, both the S&P 500 and Nasdaq Composite are essentially breakeven on the year. While that performance may seem mundane ...

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 ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

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 ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

The unrelenting selloff in software shares has left tech investors antsy enough that they’re starting to pony up for protection against yet another steep slide. There’s good reason for the concern.

NEW YORK, Feb 5 (Reuters) - Wall Street's "Software-mageddon" has been snowballing. Now investors are debating whether it is time to warm up to the beaten-down stocks. The fallout for the software ...