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.
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 ...