Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.
In this era of global technology transformation, software companies have had their fair share of traction, and rightly so!
Artificial intelligence has shifted from a trendy buzzword to an essential layer in modern business. Companies aren’t just experimenting anymore—they’re ...
Software stocks, long viewed as some of the market’s most attractive business models, have been hit hard in recent months as ...
As the dust settles from last week's dramatic software sector sell-off, JPMorgan analysts outline five reasons to buy the dip ...
Software stocks have tumbled over the last few weeks, but they're not all buys.
After AI fears sparked a sell-off in software shares, JPMorgan analysts say a handful of stocks look like they could weather further fears of disruption.
On January 10, Yahoo Finance reported that concerns about “the death of software” because of AI may be greatly overstated. Analysts from Piper Sandler, Truist Securities, and DA Davidson pointed out ...
Microsoft's CAPEX surged 66% YoY to $37.5B, but Azure’s 39% growth justifies the investment. Read why MSFT stock is a Strong Buy.
There's still opportunity in software despite the fears about artificial intelligence, according to Morgan Stanley analysts.