The reason I'm worried about this new phase of the software stock crash is that it looks to be spreading to other areas of ...

Software stocks entered a bear market last week. The latest bout of selling was brought on by Anthropic's unveiling of a new ...

Software stocks just suffered their worst relative selloff on record, but Goldman Sachs says investor fear around artificial ...

Software stocks are plunging as AI disrupts old business models. IGV ETF logs worst streak since 2020, with 20+ names down over 30% YTD.

Software stocks have been clobbered this week, adding to gains for short-sellers who have been betting against tech stocks so ...

"While the question over the end-winners from AI is unlikely to be answered in 2026, recent months have seen a clear shift in markets from AI euphoria towards more differentiation between companies, ...

Analyze the February 3rd Bloodletting, where the software sector lost $300 billion in one day. Know how AI agents and the end of per-seat pricing triggered the SaaSpocalypse.

Software stocks are in a freefall. Adobe stock price continued its freefall this week, reaching its lowest level since April ...

Software stocks have been obliterated in the past six months. Yet, we could be near a bottom and buying opportunities are starting to emerge. The post Software Crash: Is This a Generational Buying ...