Speaking on CNBC's "Closing Bell," Ives said investors are pricing in an unrealistic scenario in which AI tools rapidly replace traditional software platforms. "The most disconnected trade I've ever ...

After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...

Tech stocks, led by software, are under pressure amid fresh fears of AI disruption. Bank of America analysts say the sell-off is overblown, comparing it to 2025's DeepSeek panic. Investor fears, not ...

Nvidia Corp. Chief Executive Officer Jensen Huang, leader of the company whose gear is central to the worldwide build-out of artificial intelligence data centers, said this week’s sell-off in the ...

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 ...

MILAN, Feb 4 (Reuters) - A deep ‌selloff in global software stocks entered a second ‌day on Wednesday, reflecting growing concerns about how advances in artificial intelligence might impact these ...

The selloff, partly sparked by AI developer Anthropic's updated chatbot release last week that heightened fears of AI-driven disruption in the data and professional services industry, broadened on ...

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Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows. The concern about the AI threat outweighed solid earnings from ...