The tech sector has an outsize presence in loan portfolios, raising the risk of contagion.

Stocks plunged this week as fears escalated that AI advancements will take a bite out of business for many software, data, ...

Software stocks have been clobbered this week, adding to gains for short-sellers who have been betting against tech stocks so ...

Jensen Huang called the sell-off "the most illogical thing in the world." He's not the only one who has qualms with Wall ...

How real is the AI threat to software companies? CNBC put it to the test by vibe-coding a Monday.com replacement.

From Legalzoom.com and Expedia to Ares and Apollo, shares of companies that sell or invest in software fell sharply on ...

The Wedbush analyst thinks there are still winners to be found among software stocks despite the recent sell-off.

By Lucy Raitano LONDON, Feb 6 (Reuters) - Global technology and data stocks slid again on Friday, as a rout showed no signs ...

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.

“Momentum is a powerful force in capital markets,” an analyst says, and right now it’s not on the side of software stocks.

OpenAI's Frontier wants to manage your AI agents - it could upend enterprise software, too ...