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The 2026 software stock sell-off: AI disruption fear, broken logic, or something else entirely?
Investors continue to debate why software stocks have taken a beating. The real reason may be incredibly simple.
Investors are scared of artificial intelligence (AI) disruption, which is presenting an opportunity to buy some high-quality ...
Software stocks have been hammered as fears of AI proliferation take hold. This provides a compelling opportunity for savvy ...
People debating whether software stocks deserved to get hit so hard are overlooking a bigger question.
Investor's Business Daily on MSN
AI stocks reset in 2026 amid software reckoning, hyperscaler capex boom
AI stocks have been volatile. Nvidia earnings and GTC conference are on tap. Apple remains an enigma while Microsoft has under-performed.
After last week's "broad and largely indiscriminate" software sell-off, some stocks within the industry are trading at a more than 50% discount to their fair value, Morgan Stanley analysts wrote in a ...
Since Dec. 10, the iShares Expanded Tech-Software Sector ETF has fallen by over 22% (as of Feb. 3), officially putting ...
The S&P 500 was heading for its third-straight day of losses as investors hastened their rotation out of tech stocks on Thursday.
Software stocks were again coming under pressure on Tuesday. The iShares Expanded Tech-Software Sector ETF was tumbling 2.5% in midday trading, on pace for its largest daily decline since Feb. 5, ...
However, enterprises don't rip out working systems overnight. Instead, they retrofit and retool. Sensori.ai estimates that ...
Dow falls more than 600 points; Nasdaq retreats 2% ...
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