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 ...

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 ...

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 ...

Michelle Miller and her colleagues at AlixPartners warned of trouble brewing back in April. Now, software stocks have plunged on AI disruption concerns that Miller laid out many months ago. Here's ...

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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 ...