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The charts suggest that software stocks are stabilizing. 1 wildcard catalyst could take them much, much higher.
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Burry's stake in Microsoft suggests the discount on the software giant is now too big to ignore.
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Benioff is dismissing some of the panic over the software apocalypse.
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ORCL stock gained on news that Oracle has expanded its relationship with AWS.
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After an impressive 12.5% five-day surge powered by AI and cloud momentum, how much higher can Oracle shares really go?
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Based on the IGV ETF, software stocks recently had their worst quarter since 2008.
One of the iShares Expanded Tech-Software Sector ETF’s call options was the eighth-highest Vol/OI ratio in Wednesday’s trading. The software ETF looks to be at a crossroads. The question is whether...
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Analysts say the software selloff is an opportunity for investors.
Evercore ISI sees C.H. Robinson as a rare AI-era winner because its agentic supply chain platform is already turning 30‑plus AI agents loose on real freight tasks, helping it gain share, expand margins,...