Workday Inc.’s second-quarter earnings beat wasn’t enough to assuage investor fears about an ongoing downturn in the software industry. Workday WDAY reported earnings per share of $2.21 late Thursday, ...

Wall Street is finding buying opportunities in software after the group's historic sell-off. Names like Intuit and CrowdStrike could be among the market's AI-proof winners. Software stocks plunged ...

The software sector has recently been hammered by the release of increasingly capable AI agents. Whether AI is a disruptor or enhancer for the software industry is up for debate. Two prominent Wall ...

Software stocks mostly rebounded on Monday as Wall Street analysts pushed back against growing investor fears that artificial intelligence could disrupt the sector’s business models. Oracle (ORCL) ...

Nvidia's Jensen Huang is right when he says that the idea that AI will replace software is "the most illogical thing in the world." Like all business leaders, software developers and investors talking ...

For more than 15 years, business software steadily came to dominate every industry sector of the economy. The advancement of enterprise software was relentless. This week, investors became very ...

Dave Lee is Bloomberg Opinion's US technology columnist. He was previously a correspondent for the Financial Times and BBC News. Just four paragraphs on the website of Anthropic PBC were enough to ...

STAMFORD, Conn.—NBC Sports has announced that Planar is providing LED video walls for its production of the 2026 Milan Cortina Winter Olympics and Paralympics. NBC Sports will utilize Planar to ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Software has radically changed, again. In an AI-abundant world, value no longer comes from ...

In this article, we will look at the 14 Best Software Stocks to Buy According to Wall Street Analysts. On January 29, Michael Sansoterra, Silvant Capital CIO, appeared on a CNBC Television interview ...

Software sector faces sharp selloff, dragging down IGV over 5% and impacting the broader tech market. Microsoft (MSFT) drops 12% despite solid results as investors question whether elevated capex will ...

Software stocks hit the skids today. The rout underscores how fast Wall Street’s enthusiasm for the sector has evaporated in the months since the emergence of “vibe coding”—the practice of using AI ...