Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the ...

The Dow Jones Industrial Average staged an afternoon rally to finish higher on Wednesday as investors rotated into cyclical ...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap ...

By Medha Singh and Saqib Iqbal Ahmed Feb 5 (Reuters) - Shares of U.S. software and data services companies extended their ...

Big Tech CEOs this week brushed aside worries that AI will evaporate the competitive moats of established software companies, ...

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

Stephen Parker of JPMorgan Private Bank said the tech sell-off driven by fears of disruption to software makers is a healthy ...

By Lewis Krauskopf and Suzanne McGee NEW YORK, Feb 5 (Reuters) - Wall Street's "Software-mageddon" has been snowballing. Now ...

Rick Sherlund says AI demand is driving essential capex, not a bubble—especially as enterprise inference surges.

While the fears about the impact of AI pummel software stocks, many leading industrial and biotech companies are seeing huge ...

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

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