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 ...

Orlando Bravo, co-founder of buyout firm Thoma Bravo, said he sees software stocks as oversold. Bravo said most publicly traded software companies don't have enough profit. The tech investor said he ...

Software stocks have gotten off to a rocky start to begin 2026. As of this writing, both the S&P 500 and Nasdaq Composite are essentially breakeven on the year. While that performance may seem mundane ...

Hard to believe, but amid the recent shellacking meted out to parts of the technology sector — on fears AI will eat software and jitters about gazillion-dollar capex pledges — the S&P 500 is only down ...

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 ...

Artificial intelligence won’t destroy the software business. But the persistent belief that it will can still do a lot of damage. And that has already been done. Software stocks have been on a ...

After dominating Wall Street for more than a decade, the software trade is now suffering one of its worst and rapid drawdowns in years — and the numbers are staggering. The index is now down 16% in ...

Bitcoin is increasingly behaving like a software stock, with its latest correction unfolding alongside the broader software sell-off. The relationship between bitcoin and software equities has ...

At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...

Tech stocks tumbled on Thursday, with software shares hitting a bear market after Microsoft earnings. Microsoft shares plunged 10% after the tech giant reported soft cloud guidance and AI capex growth ...

Software shares plunged on Thursday, even after some of the biggest names in the industry reported positive earnings. Microsoft (MSFT) was at the forefront of the trend, with the stock dropping ...