Software stocks have tumbled over the last few weeks, but they're not all buys.
Software stocks have been hammered as fears of AI proliferation take hold. This provides a compelling opportunity for savvy investors.
By Saqib Iqbal Ahmed and Lewis Krauskopf NEW YORK, Feb 9 (Reuters) - The software and services industry's recent plunge has ...
Shares of Microsoft and ServiceNow are trading at attractive prices after the steep sell-off in software stocks.
After last week's "broad and largely indiscriminate" software sell-off, some stocks within the industry are trading at a more than 50% discount to their fair value, Morgan Stanley analysts wrote in a ...
Since Dec. 10, the iShares Expanded Tech-Software Sector ETF has fallen by over 22% (as of Feb. 3), officially putting ...
Wall Street has become so bullish on AI that it’s made investors bearish on software. Legacy software names like Salesforce, ServiceNow, Intuit, LegalZoom and others tumbled on Wednesday, fueled both ...
However, enterprises don't rip out working systems overnight. Instead, they retrofit and retool. Sensori.ai estimates that ...
US stock market crashes today due to a growing $1.2 trillion AI “scare trade” that hit logistics and software stocks hard. The Dow, S&P 500 and Nasdaq each fell more than 1%. Investors are dumping ...
In 2011, Marc Andreessen proclaimed in a blog that “software is eating the world.” Like many of his bets and predictions, Marc Andreessen’s quote aged like a fine wine. Andreessen wrote: “Six decades ...