Speaking with Bloomberg, Ives addressed the ongoing drawdowns in software stocks. "I could tell you in 25 years, this structural sell-off in software is unlike anything I’ve ever seen." He continues ...

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 AI bubble? Software stocks continued their rout ...

The Dow Jones Industrial Average staged an afternoon rally to finish higher on Wednesday as investors rotated into cyclical names, while a selloff in software shares dragged down the tech-heavy Nasdaq ...

Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week. Now Anthropic is taking another leap forward, improving its model. Anthropic’s new Claude Opus 4.6 model, announced ...

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Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia (NVDA) CEO Jensen Huang said he thought this week's sell-off of software company ...

Artificial intelligence won’t destroy the software business. But the persistent belief that it will can still do a lot of damage. And that has already been done. Software stocks have been on a ...

Advanced Micro Devices tumbles on revenue forecast Eli Lilly gains on forecasting 2026 profit above estimates Alphabet falls ahead of quarterly report S&P 500 -0.51%, Nasdaq -1.51%, Dow +0.53% Feb 4 ...

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 ...

Software stocks fall on AI disruption fears, but selling intensity eases Scramble to shield portfolios as AI muddies valuations, business prospects Selloff has been overdone, analyst says Software and ...