IT stocks globally have been under pressure for months, due to fears of AI affecting future business growth. The latest crash in prices comes on the back of Anthropic rolling out new legal tools for ...

J.P. Morgan research highlights a logical disconnect in how investors value AI stocks and software stocks. The iShares Expanded Tech-Software Sector ETF is an easy way to buy the dip on software ...

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 ...

Bitcoin is increasingly behaving like a software stock, with its latest correction unfolding alongside the broader software sell-off. The relationship between bitcoin and software equities has ...

Software stocks had a brutal week, aside from a Friday rally, extending what has been a rough year for the industry. I touched base with our tech columnist, Ali Barr, the best I know on AI business ...

Artificial intelligence won’t destroy the software business. But the persistent belief that it will can still do a lot of damage. And that has already been done. Software stocks have been on a ...

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 ...

Big Tech CEOs this week brushed aside worries that AI will evaporate the competitive moats of established software companies, even as those firms have seen their stocks plunge amid a steep, ...

After dominating Wall Street for more than a decade, the software trade is now suffering one of its worst and rapid drawdowns in years — and the numbers are staggering. The index is now down 16% in ...

The software sell-off erased $2 trillion of market cap and dragged the broader market last week. JPMorgan analysts said the software meltdown is an opportunity to buy the dip. Strong fundamentals and ...

The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street. Data delayed at least 15 ...

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 ...