CNBC's Jim Cramer said software's sharp turnaround shows how quickly Wall Street can change its mind — and beaten-down AI ...

Angst is rising in the global software industry, as reflected by the S&P Software & Services Select Industry Index, down 21% year to date. Bellwether stocks are also slipping, such as Salesforce Inc. ...

IBM's CEO highlighted growing mainframe hardware capacity, and said software should "catch back up" within a year.

Enterprise software stocks are navigating a difficult stretch, as IBM's preliminary Q2 miss triggered broad sector selling. This comes as AI integration pressure forces SaaS companies to rethink ...

OpenAI's Presence tool challenges software vendors, contributing to a drop in stock prices on the IGV index.

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Big Tech is continuing to bounce back after a brutal sell-off. Wall Street's fears of AI-related ...

Software stocks sold off dramatically after months of underperformance. The losses stemmed from fresh fears that AI models could upend the industry. Analysts say that while AI does pose a competitive ...

The cloud accounting software company's share price has steadily declined since from its peak in June 2025.