Since late 2022, the big story in tech has been artificial intelligence. Generative and agentic AI didn’t just capture headlines – they have been the main driver of market gains and the booster rocket ...

Enterprise software stocks are starting to look tempting again, at least on a chart. Adobe Inc. (NASDAQ: ADBE) is trading at November 2022 lows and has lost 55% of its value since its February 2024 ...

JPMorgan's move shows that the biggest U.S. bank by assets wants to get ahead of potential turbulence involving private ...

The software sector is lagging artificial intelligence stocks by an ever-widening margin, even as the AI trade has cooled. Morningstar senior equity research analyst Dan Romanoff attributes the steep ...

Fears that AI will disrupt the software sector may be overblown for two key reasons.

It has been a brutal start to 2026 for many software stocks. While the S&P 500 is down about 0.5% year to date as of this writing, shares of enterprise software giants Salesforce (NYSE: CRM) and ...

Wall Street has been dumping software stocks over artificial intelligence disruption fears, but non-professional investors have been snapping them up. Retail trading activity in the beaten-down ...