Wedbush analyst Dan Ives is advising investors to buy the likely winners in the software sector as the market suddenly grapples with an exaggerated doomsday scenario for the group. Amid what he calls ...

Wedbush (IVES) said Microsoft (MSFT), Palantir Technologies (PLTR), CrowdStrike (CRWD), Snowflake (SNOW) and Salesforce (CRM) are the five software stocks to own amid what it calls the "software ...

As the software sector got battered for an eighth straight session Thursday, the losses were widespread. Of the 114 stocks in the iShares Expanded Tech-Software ETF IGV, there were 102 decliners, ...

CNBC’s “Fast Money” team discusses software technicals with Carter Worth of Worth Charting. Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more CNBC ...

After last week's "broad and largely indiscriminate" software sell-off, some stocks within the industry are trading at a more than 50% discount to their fair value, Morgan Stanley analysts wrote in a ...

When software stocks lost over $300 billion in market value this week, most analysts were writing obituaries. Dan Ives was writing shopping lists. The Wedbush managing director and global head of tech ...

For more than 15 years, business software steadily came to dominate every industry sector of the economy. The advancement of enterprise software was relentless. This week, investors became very ...

SAN FRANCISCO, Feb 5 (Reuters) - Technology startup Anthropic on Thursday launched what it called an improved artificial intelligence model, days after its product advances helped kick-start a selloff ...

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 ...

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 ...

NEW YORK/LONDON, Feb 3 (Reuters) - A significant selloff among U.S. and European data analytics, professional services and software companies deepened on Tuesday, with some investors pointing to a ...

This year’s IT playbook is clear: Hybrid everywhere, AI guarding security, data treated like a product, automation doing the heavy lifting and compute moving to the edge. As we move forward in 2026, ...