Oaktree Capital Management cut the value of one of its private credit funds by almost 4% as the firm marked down its software assets.

Software stocks just suffered their worst relative selloff on record, but Goldman Sachs says investor fear around artificial intelligence disruption has gone too far, creating rare opportunities in ...

The software sector is lagging artificial intelligence stocks by an ever-widening margin, even as the AI trade has cooled. Morningstar senior equity research analyst Dan Romanoff attributes the steep ...

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 ...

While the broader software selloff is driven by fears of AI disruption, Dynatrace is actually building AI directly into its core product (observability + AI agents). Despite strong earnings, cash flow ...

Shares of Paycom have tumbled partly because of a new product reducing revenue from other services. Paycom is focused on increasing the return on investment for its customers, which it expects to ...

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), ...