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 ...

There has always been a tradeoff in IT between shipping new features and functionality versus paying down technical debt, which includes things like reliability, performance, testing … and yes, ...

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 ...

The new year was supposed to bring opportunities for beaten-down software stocks. Instead, the group is off to its worst start in years. All told, a group of software-as-a-service stocks tracked by ...

Bill Baruch, head of Blue Line Capital, sees significant opportunity in the software sector (IGV), (IGPT), (XSW) after recent market turbulence, identifying names like ServiceNow (NOW), Oracle (ORCL), ...

Software Stocks have taken a beating since the launch of Claude Opus 4.6 on February 5. The writing was on the wall for software stocks ever since the launch of Claude Code in February last year. Dan ...

As far as business growth goes, ServiceNow is crushing it. In its fourth quarter of 2025, the workflow automation company's subscription revenue climbed 21% year over year to $3.47 billion. And demand ...