Software stocks wrap up best month since 2001 as talk of ‘SaaSpocalypse’ subsides
Sridhar Ramaswamy, CEO of Snowflake, helps ring The Closing Bell at the New York Stock Exchange on Sept. 30, 2025. ...
Tag: iShares North American Tech-Software ETF
Apollo’s Sambur says software’s AI troubles will persist, noting the ‘very large unknowns’
Apollo Global Management's David Sambur told CNBC on Thursday that the selloff in software stocks from fears of artificial intelligence ...
Bill Gurley on AI bubble: A bunch of people got rich quick and a reset is coming
Benchmark general partner Bill Gurley on Monday said the artificial intelligence wave is real and a lot of people got ...
Oracle stock spikes 12% as strong Q3 earnings answer Wall Street AI build-out concerns
Oracle shares rose 12% on Wednesday after the company posted robust fiscal third-quarter earnings and assured analysts that the company ...
CoreWeave shares slip 8% as quarterly revenue guidance disappoints
Michael Intrator, Chief Executive Officer of CoreWeave Inc., speaks during an interview with CNBC on the floor at the New ...
Beaten-down software stocks RingCentral and Five9 rally as earnings quell some AI concerns
Pavlo Gonchar | Lightrocket | Getty ImagesShares of RingCentral and Five9 surged on Friday after earnings from both software firms ...
Palo Alto shares sink 8%, CEO defends cybersecurity’s position as AI hits software stocks
Chief executive officer at Palo Alto Networks Inc., Nikesh Arora attends the 9th edition of the VivaTech trade show at ...
More than 50% of enterprise software could switch to AI, Mistral CEO says
Arthur Mensch, founder of Mistral AI, during the 'Nvidia GTC' meeting at the 2025 VivaTech conference in Paris, France, on ...
Software stocks enter bear market on AI disruption fear with ServiceNow plunging 12%
ServiceNow Inc. signage during the Nvidia GPU Technology Conference in San Jose, March 20, 2025.David Paul Morris | Bloomberg | ...
American AI coding agents are impressive. But so are China’s
Information on Zhipu's AI service on the web, dubbed Z.ai, arranged on a computer in Shanghai, Jan. 7, 2026.Raul Ariano ...
