Alphabet shares fell despite an earnings beat as investors focused on a sharp increase in AI capital spending and broader ...

A sharp selloff in global software stocks over the past month has reignited a basic question for founders, investors and ...

Software stocks have been clobbered this week, adding to gains for short-sellers who have been betting against tech stocks so ...

Tech traders are flocking to hedges as software stocks tumble, with options activity surging in QQQ and software ETFs amid a split in mega-cap performance, signaling a defensive shift amidst ...

Claude Opus 4.5 is already a powerful coding model, with its release in November setting up Claude Code's viral vibe-coding moment over the holidays. Claude's proven coding prowess and new Cowork ...

Wall Street's "Software-mageddon" has been snowballing. Now investors are debating whether it is time to warm up to the ...

The stock went public back on July 31, 2025, and it's been a brutal buy ever since. When there's a massive sell-off in a ...

An interview with Benedict Evans about the crisis facing software, the future of the corporation, OpenAI, and the struggle to define the LLM paradigm.

Shares of U.S. software and data services companies extended their tumble for a seventh straight session on Thursday as ...

Thursday's slide erased two days of gains for the white metal, which plunged as much as 36% on Friday at the height of the selloff. The drop marks a sharp reversal for a market that had been on a tear ...

Investors see weak ROI ahead as they also see AI adoption so pervasive that it makes whole business models obsolete. Both can ...

U.S. stocks opened mixed on Wednesday as all three major indexes were attempting to bounce back from the software-led selloff ...