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 ...
ServiceNow, SAP slide after earnings S&P 500 Software and Services Index at nine-month low Jan 29 (Reuters) - U.S. software stocks fell on Thursday after SAP's underwhelming cloud outlook and a ...
Monday - Friday, 6:00 - 7:00 PM ET CNBC's Jim Cramer said the sell-off in software reflects a shift in how investors value future growth rather than a collapse in earnings. The "Mad Money" host said ...
NEW YORK, Feb 9 (Reuters) - The software and services industry's recent plunge has ignited fears that the artificial intelligence boom may be reshaping markets in unexpected ways, raising questions ...
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Software stocks to see near-term bounce, challenges over next five years: Deepwater's Munster
CNBC’s “Fast Money” team discusses Nvidia's stock performance, the AI trade, sentiment in the software sector and more with Gene Munster, managing partner at Deepwater Asset Management. Trump shares ...
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When a friend messaged me two days ago about Clawdbot—a new open-source AI agent that has since been renamed OpenClaw—I expected yet another disappointing “assistant.” But it was already a viral ...
After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...
envelio, a Cologne-based smart grid software provider, has introduced a new digital planning tool designed to help distribution utilities navigate the rapidly changing conditions of the energy ...
Private equity firm Permira agreed to buy a significant minority stake in asset management platform Carne Group in a deal that values the Dublin-based firm at €1.4 billion ($1.7 billion). UK ...
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