Some software stocks will emerge stronger and appear ridiculously cheap as the next phase of the AI market shakes out.

The markets were up on Wednesday, with all major indexes trading higher. The S&P 500 gained 0.5%, the Nasdaq 0.6%, the Dow ...

Software stocks have gotten off to a rocky start to begin 2026. As of this writing, both the S&P 500 and Nasdaq Composite are essentially breakeven on the year. While that performance may seem mundane ...

The Investment Committee discuss cybersecurity names as every AI headlines pushes the group lower.

Datacentrex commenced a public offering of shares. The stock slid 26%, to $2.30, in after-hours trading Thursday. Unity Software posted a higher-than-expected sales outlook and said it plans to exit ...

While Nvidia's latest results were deemed 'phenomenal,' a massive shift in trading flows has sent software stocks rising as investors ditch AI chip names Shares of software companies like Salesforce ...

Software stocks have seen a huge run-up over the last 15 years. Some software stocks were due for a breather. While some software stocks are oversold now, others remain overvalued. So, what's causing ...

Investors are punishing the cloud hyperscalers over rising infrastructure budgets. Some SaaS businesses are trading at valuations that appear unsustainable. AI models from Anthropic and OpenAI are ...