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 ...

General Atomics' YFQ-42A collaborative combat aircraft, pictured here, carried out hours of semiautonomous test flights after being integrated with Collins Aerospace's software. (U.S. Air Force) The U ...

Fears of AI displacing software companies resulted in share price drops for ServiceNow and Salesforce. Salesforce saw 9% year-over-year revenue growth in the third quarter and raised its 2025 ...

Amazon has begun sending emails to customers of the first-generation Kindle Scribe e-notebook. It concerns an upcoming firmware update scheduled for release in the next few weeks. The version number ...

Wedbush added Salesforce (CRM) and ServiceNow (NOW) to its IVES AI 30 (IVES) after removing them in December 2025, and noted that the software sell-off is overdone. The firm removed Roblox (RBLX) and ...

A year ago, Wall Street praised the software sector as “the next AI focus.” But that narrative is now turning. On Feb. 3, many software stocks took a sharp hit as investors grew worried that advances ...

Bitcoin is increasingly behaving like a software stock, with its latest correction unfolding alongside the broader software sell-off. The relationship between bitcoin and software equities has ...

In this video, I'll talk about Meta's, Microsoft's (MSFT 0.31%), and ServiceNow's earnings, and why the market keeps dumping software stocks like Salesforce, Rubrik, and others. Watch the short video ...

More importantly for sentiment, SAP's CFO flagged a sharper-than-expected slowdown in current cloud backlog growth despite reported strength, attributing it to a deal mix shift toward large ...

The Army signed a $5.6 billion, 10-year contract with cloud-software provider Salesforce, giving the military access to the company’s technology with the goal of speeding up antiquated and outdated ...