Wall Street has been nervously watching the software industry for weeks. After startup Anthropic sent software stocks into a tailspin in February, investors have wondered if the direction of the tech ...

Looking back on software development stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including JFrog (NASDAQ:FROG) and its peers. As legendary VC investor Marc Andreessen ...

Private equity firm Thoma Bravo is looking at the recent sell-off in software stocks due to fears about AI as a buying opportunity. The drop in software valuations is creating a "huge buying ...

Forbes contributors publish independent expert analyses and insights. I track enterprise software application development & data management. Oct 13, 2025, 09:09am EDT Close-up Portrait of Software ...

The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week, as AI concerns punish the sector. New legal and marketing features from Anthropic's Claude ...

Oracle rallied almost 13%, leading a bounce in software stocks as hopes mounted for a peace deal between the U.S. and Iran. Software stocks have sold off this year on AI disruption fears and default ...

For the last three years, we’ve engaged in some in-depth data analysis and tea-leaf reading to answer two questions about Apple’s support for older Macs that still use Intel chips. First, was Apple ...

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Software stocks have been under intense pressure this year amid AI disruption fears. But private equity giant Thoma Bravo thinks markets have it wrong. An exec at the firm says misunderstandings are ...