U.S. software stocks fell on Thursday after SAP's cautious cloud outlook and a post-earnings drop in ServiceNow shares reinforced investor concerns about mounting competition from artificial ...
The iShares Expanded Tech-Software Sector ETF is on pace for its biggest one-day decline since April 4 during the tariff-triggered downturn.
Investors are souring on the bonds of software companies that service industries ranging from automotive to finance as fast-paced artificial intelligence innovations threaten to upend their ...
Tech rout deepens as AI fears hit software and cloud bellwethers Stumbles at Microsoft and Oracle add to leery investors' scrutiny of heavy AI infrastructure spending and its uncertain payoff ...
Oracle shares fell over 50% from last years high as investors worry about AI spending and links to OpenAI. Rising costs for AI data centers, bond issues, and uncertainty around tech deals have added pressure. The drop is part of a wider fall in software stocks, with new AI tools from competitors increasing investor caution.
Software stocks are again underperforming in 2026 amid investor worries that artificial intelligence companies like OpenAI and Anthropic will emerge as competitors.
Anxiety is running high among software investors worried about artificial intelligence disrupting the multi-trillion dollar industry. Those concerns are misplaced, according to one veteran tech ...
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