Software stocks have had a rough start to 2026. By late February, the iShares Expanded Tech-Software Sector ETF (IGV) was down about 27.2% for the year, while many application software names had ...

Major indexes tumbled as traders digested recent trade war updates and as fresh AI fears percolated on Wall Street.

Software stocks have had a bruising start to the year. Once viewed as steady compounders with recurring revenue and high switching costs, many enterprise software names have come under pressure amid ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Keep your friends closer and your AI rivals closer. Software companies aren't feeling chummy with AI ...

Datadog (DDOG) was soaring on Thursday morning after reporting strong earnings results. The stock had previously been under pressure due to the software apocalypse, as investors feared that AI would ...

Marc Benioff isn't buying into the software apocalypse. Speaking on the company's Q4 earnings call on Wednesday, the Salesforce CEO downplayed fears that AI would wipe out software-as-a-service ...

AI is greatly boosting developer productivity, not unemployment. One measure says the developer population has increased by 50% since 2022. Emerging role: overseeing swarms of AI agents. Given the ...