CNBC's Leslie Picker reports on alternative asset managers' easing fears on software stocks as executives make their case at Bank of America Global Research’s Financial Services Conference.

The Wall Street bank called Snowflake and Microsoft high-quality stocks that are more resilient than others to artificial ...

Financial services firms tanked after the launch of a new AI-powered tax planning tool that promises to do the work "within ...

UBS revised its outlook on U.S. IT stocks on Tuesday and struck a more cautious tone as the company warned of 'mixed investor reactions' to the sector.

Aswath Damodaran, NYU professor of finance, joins 'Closing Bell' to discuss how to assess equity markets, the weakness in the ...

Robotics company Rockwell Automation is one stock that investor Stephanie Link has scooped up following its latest earnings ...

Shares of software companies have been getting beaten up, and the selloff accelerated this week after Anthropic's latest ...

Software and data services stocks remain under pressure after Anthropic's rollout of a legal automation tool reignited fears ...

How real is the AI threat to software companies? CNBC put it to the test by vibe-coding a Monday.com replacement.

Investor Jay Woods is eyeing three earnings reports from the software sector this week to possibly trigger a bounce in the ...

Artificial intelligence is adding a new layer of uncertainty to the private credit industry, raising concerns that some ...