Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential ...

When AI agents commenced performing intricate tasks such as legal research and document drafting, investors swiftly grew ...

The recent plunge in software stocks is another reminder that AI is rattling through the economy, setting off rapid change ...

The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market ...

Basware CEO Jason Kurtz explained how he keeps his software company ahead of AI startups threatening his business.

The software industry has undergone a dramatic reversal, shifting from a must-own sector to one investors are fleeing en masse as fears that artificial intelligence (AI) advancements will disrupt ...

Wall Street's fears around artificial intelligence-driven disruption affecting software companies made their way to Asia and ...

Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.

Software stocks are cratering over fears of rising capital expenditures and artificial intelligence (AI) bubble concerns.

Since the start of 2026, Adobe (NASDAQ:ADBE) has plunged 26% as Wall Street questions whether its creative software empire can withstand the generative AI revolution, plunging over 44% from its ...

In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble. Even if you’ve never used these companies’ ...

Software companies aren't feeling chummy with AI companies these days. But the best way forward for both sides could be ...