Software and data services stocks remain under pressure after Anthropic's rollout of a legal automation tool reignited fears of AI-driven disruption — and now one fund manager says that shorting ...

Monday - Friday, 08:00 - 11:00 CET | 14:00 - 17:00 HK/SG The past week saw an AI-fuelled sell-off ripple through markets, hitting sectors from software to logistics. Bola Rotibi, chief of enterprise ...

Strategists at America’s biggest bank JP Morgan have recently shared a note to investors, saying the sharp fall in software stocks may be excessive and could be driven by fears that are not fully ...

J.P. Morgan research highlights a logical disconnect in how investors value AI stocks and software stocks. The iShares Expanded Tech-Software Sector ETF is an easy way to buy the dip on software ...

The software sector is experiencing its worst market sell-off since the depths of the 2008 financial crisis, but this time the trigger is not a banking collapse, it is artificial intelligence. The US ...

AI anxiety is reshaping the software sector's landscape. What started as a US sell-off has become a reckoning for Europe's tech giants. The software sector is experiencing its worst market sell-off ...

Byron Deeter, a partner at Bessemer Venture Partners, sees the current turmoil in software stocks (IGPT), (XSW), (IGV) as a buying opportunity, declaring that the software and SaaS sectors are ...

Shares of Take-Two Interactive Software Inc. TTWO slipped 6.64% to $190.36 Thursday, on what proved to be an all-around grim trading session for the stock market, with the S&P 500 Index SPX falling ...

Using the 2 Stage Free Cash Flow to Equity, Take-Two Interactive Software fair value estimate is US$226 With US$204 share price, Take-Two Interactive Software appears to be trading close to its ...

Credit: Joby Aviation As electric vertical-takeoff-and-landing (eVTOL) aircraft move closer to commercial service, developers are increasingly leaning on simulation to overcome challenges that span ...

Wedbush Securities's Dan Ives calls SaaS selloff the 'most disconnected trade' he's seen in his career. He argues AI infrastructure expansion will create huge opportunities for SaaS players. Young ...

A significant sell-off in software stocks has been triggered by investor concerns that powerful new AI coding tools from Anthropic PBC and OpenAI LLC could disrupt the industry. While the sell-off may ...