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 ...
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A look back at software development stocks’ Q4 earnings: JFrog (NASDAQ:FROG) vs the rest of the pack
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 ...
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A private equity exec says the market is looking at software wrong, and it's creating a big buying opportunity
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 ...
Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...
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 ...
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 ...
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