The selloff in software stocks is compounding on Tuesday, reinforcing the software sector’s historic underperformance relative to the chip sector. Jessica Rabe, the co-founder of DataTrek Research, ...

Workday Inc.’s second-quarter earnings beat wasn’t enough to assuage investor fears about an ongoing downturn in the software industry. Workday WDAY reported earnings per share of $2.21 late Thursday, ...

IT stocks globally have been under pressure for months, due to fears of AI affecting future business growth. The latest crash in prices comes on the back of Anthropic rolling out new legal tools for ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

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 ...

(Bloomberg) — Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders dumping shares of companies across the industry as ...

Software stocks sold off dramatically after months of underperformance. The losses stemmed from fresh fears that AI models could upend the industry. Analysts say that while AI does pose a competitive ...

Apple Issues Urgent Software Fix Affecting Over 2 Billion iPhones Your email has been sent Apple has rolled out a wave of urgent software updates… and this time, the warning signs are hard to ignore.

Editor’s note: This article was updated on February 5th. These are anxious times for software bosses. Not long ago they were sitting pretty thanks to juicy margins and a widespread belief that, as one ...

Feb 4 (Reuters) - Investors were assessing on Wednesday whether a selloff in global software stocks this week had gone too far, as they weighed if businesses could survive an existential threat posed ...

Market data reflects trailing 7-day stock price performance through February 4, 2026 for the 25 publicly traded software companies with the largest declines over that period. Public market analysis ...