Many Wall Street analysts still believe software businesses and investment theses are intact.

Revenues are going up, momentum is strong and yet, investors are turning bearish when it comes to big tech. And stock-based ...

Artificial intelligence is a fancy computer program that has to live somewhere.

Tech analyst Dan Ives and Nvidia CEO Jensen Huang are pushing back against Wall Street's fear that AI will make software companies obsolete. They argue that AI actually relies on software and presents ...

Goldman Sachs issues a grim shift warning for software stocks, but Bank of America says buy the dip in these 4 names as the agentic AI reckoning hits.

The latest update to our Weir Group narrative reflects a modest uplift in fair value, with the price target moving from £31.78 to £32.21 per share, supported by Street research that has been ...

Artificial intelligence developments are stoking investor fears about software companies. Banks' limited exposure to the ...

We recently published an article titled 13 High Growth Cloud Stocks to Buy. On January 12, Barclays analyst Raimo Lenschow ...

State Street SPDR S&P Software & Services ETF holds 140 stocks; a 28% drop reflects PE convergence, PIK debt, and AI earnings ...

Nvidia is investing $2b in CoreWeave and expanding their collaboration to build AI infrastructure. CoreWeave is integrating ...

The software sector in China has long been constrained by slower cloud adoption and a weaker appetite for recurring ...

The race to dominate the burgeoning AI market is pushing tech giants to adopt business models reminiscent of IBM's in the ...