Browsing: Software

Cybersecurity and enterprise software stocks have been market dogs in 2026, with fears that AI will wipe out a wide range of companies in the enterprise…

Famed investor Michael Burry is wading back into beaten-down software stocks, betting the recent sell-off was driven more by technical factors than deteriorating business fundamentals. The…

Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide after Anthropic’s latest product and revenue updates. Software…

Apollo Global Management signage in New York on Dec. 5, 2023.Jeenah Moon | Bloomberg | Getty ImagesApollo’s John Zito had a blunt assessment of how private…

Jamie Dimon, chief executive officer of JPMorgan Chase & Co., during the America Business Forum in Miami, Florida, US, on Thursday, Nov. 6, 2025. Eva Marie…

Blue Owl BDC’s CEO Craig Packer speaks during an interview with CNBC on the floor at the New York Stock Exchange (NYSE) in New York City,…

Key insight: It’s unclear how hard a downturn in the software sector would hit banks’ balance sheets, but for now, their relative dependability is buoying their…

Wall Street’s main preoccupation this week could be summed up like this: Is the software sell-off overdone or does it signify the start of an unraveling…

Tenable Holdings (Nasdaq: TENB) doesn’t look like a stock the market is excited about. The share price has been stuck in a long, grinding downtrend. Sentiment…

ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, March 20, 2025.David Paul Morris | Bloomberg | Getty ImagesSoftware stocks on Thursday slid…