Why software stocks, 2026’s market dogs, have joined the rally
Cybersecurity and enterprise software stocks have been market dogs in 2026, with fears that AI will wipe out a wide…
Tag: Software
Burry buys the dip in Salesforce and other software stocks after sell-off
Famed investor Michael Burry is wading back into beaten-down software stocks, betting the recent sell-off was driven more by technical…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide after Anthropic’s…
Apollo exec John Zito questions private equity software valuations
Apollo Global Management signage in New York on Dec. 5, 2023. Jeenah Moon | Bloomberg | Getty Images Apollo’s John…
JPMorgan reins in lending to private credit firms, marks down software loans
Jamie Dimon, chief executive officer of JPMorgan Chase & Co., during the America Business Forum in Miami, Florida, US, on…
Blue Owl software lending triggers another quake in private credit
Blue Owl BDC’s CEO Craig Packer speaks during an interview with CNBC on the floor at the New York Stock…
Is the AI bubble popping itself? Software rout raises concerns
Wall Street’s main preoccupation this week could be summed up like this: Is the software sell-off overdone or does it…
Software stocks enter bear market on AI disruption fear with ServiceNow plunging 11% Thursday
ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025. David Paul Morris…