Software stocks crash as IBM results deliver “devastating blow”
Investing.com — Software stocks fell sharply Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector,…
Forget The Chip Boom: Wall Street’s ‘Ultimate Contrarian Trade’ Favors Software For 2026
Technology sector leaders across software and semiconductors are approaching a potential inflection point, as BTIG Chief Market Technician…
Nvidia’s CEO Says “the Agentic AI Inflection Point Has Arrived.” Here’s Why Investors Should Listen.
Nvidia (NASDAQ: NVDA) published its fourth-quarter results after the market closed on Feb. 25 and once again posted…
Why Wall Street is dumping tech quality for traditional value
The quantitative strategies that have governed trillions of dollars in global capital are facing a historic identity crisis.…
Dogecoin, Ethereum Outpace Bitcoin While Crypto Market Slips Below $2.4 Trillion
Dogecoin and Ethereum were the only major cryptocurrencies trading higher, while the broader market declined. Bitcoin slipped 1.4%…
Wall Street weighs recent stock sell-off over disruption fears
The stock market just got a look at how disruptive investor concerns over AI could become across multiple…
AWS CEO flags what’s next for AI and beaten-down software stocks
A year ago, Wall Street viewed software stocks as the next major winners from the AI boom. That…
London rises as AI-fuelled software sell-off continues
Eurozone inflation cooled to 1.7% in January, falling below the European Central Bank’s (ECB) 2% target, thanks to…
Palantir Earnings Arrive Just as Stock Could Use Some Good News
Bloomberg (Bloomberg) — For the first time in two years, Palantir Technologies Inc. shares are not rallying into…
Netskope (NTSK) Could Be An Agentic AI Winner
Netskope, Inc. (NASDAQ:NTSK) is one of the 15 software stocks with the highest upside potential. On January 5,…