A year ago, I had no clue how to write an iPhone app. Now I’ve shipped a fully-fledged strength training app, built with AI coding tools, or “vibe coding” as it’s become known. A lot of people get ...

The private credit “cockroaches” may have finally arrived, and they’re scurrying from the software sector. They may also have created opportunities in shares of business development companies that own ...

The Great Software Stock Rout of 2026 may be just the beginning, Goldman Sachs warned. And one should look no further than how the rise of the internet in the early 2000s hammered the newspaper ...

Software stocks have taken a beating, and now investors get a pause to assess the carnage and see whether some parts of the sector have been unfairly punished. The Shares Expanded Tech-Software Sector ...

Analysts see opportunities in shares of cybersecurity, infrastructure and HR software companies Investors can take a breather and assess whether there are opportunities to buy some beaten-down ...

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 ...

CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on ...

How to catch that falling knife — a look at the iShares Expanded Tech-Software Sector ETF (IGV) . Here's the quick answer: You don't. When you see an ETF or a stock make a dramatic move to the ...

LONDON, Feb 5 (Reuters Breakingviews) - Public market investors are freaking out about artificial intelligence. Yet the pain may be even more dramatic in the worlds of private equity and credit.

Wedbush (IVES) said Microsoft (MSFT), Palantir Technologies (PLTR), CrowdStrike (CRWD), Snowflake (SNOW) and Salesforce (CRM) are the five software stocks to own amid what it calls the "software ...

Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week. Now Anthropic is taking another leap forward, improving its model. Anthropic’s new Claude Opus 4.6 model, announced ...

Software stocks have tumbled over the last month, falling sharply in the last two days of January. There was no significant fundamental trigger for the movement, but fears of AI disruption seem to be ...