Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions. The depth of the ...

Liz Thomas, SoFi, joins 'Closing Bell' to discuss AI's impact on software stocks, how to think about Nvidia's market importance and much more. Got a confidential news tip? We want to hear from you.

One of the biggest stories in the market so far this year, if not the biggest, has been the rapid decline of software stocks. Coming out of the 2022 bear market, software names were among the ...

Is the software downtrend finally nearing the bottom? It might be too soon to tell for the industry as a whole, but the selloff is starting to peter out, and several beaten-down stocks are attempting ...

Could a long-awaited software revival finally be materializing? On Thursday, the market saw one of the largest shifts out of chip stocks and into software names in recent history. Wednesday’s beat-and ...