Dynatrace offers a rare mix of real AI exposure, strong cash flow, and buyback support.

Both of these market-leading software platforms have faced recent sell-offs. But one arguably looks more attractive.

Wall Street has gotten repeatedly burned calling a bottom in software stocks, which have been hit hard by fears that ...

The average stock in the Russell 1,000 is still up roughly 37% since the April 8th tariff-tantrum low, but performance across industry groups has been eye-opening. After the sell-off we've seen in ...

Software Stocks have taken a beating since the launch of Claude Opus 4.6 on February 5. The writing was on the wall for software stocks ever since the launch of Claude Code in February last year. Dan ...

A look at the best and worst S&P 500 stocks this year shows how tech investors have piled into semiconductor plays and bailed on software ServiceNow's stock got hit hard after earnings. The technology ...

Bill Baruch, head of Blue Line Capital, sees significant opportunity in the software sector (IGV), (IGPT), (XSW) after recent market turbulence, identifying names like ServiceNow (NOW), Oracle (ORCL), ...

ServiceNow boasts the fastest-growing revenue out of these three, but its stock's premium multiple demands near-perfection from here. Salesforce's top-line growth rate is the lowest of the three ...

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 ...

Investors are avoiding beaten-down software stocks, warning that the brutal selloff triggered by fears of displacement by artificial intelligence is likely only just beginning. What’s quickly become ...

Beaten-down software stocks rebounded Monday afternoon, as investors bought back into the sector after last week’s AI-driven selloff. The iShares Expanded Tech-Software Sector exchange-traded fund ...