Fears that AI will disrupt the software sector may be overblown for two key reasons.
The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market sell-off.
Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. For over a decade, SaaS has been hailed as the holy grail of software ...
A significant sell-off in software stocks has been triggered by investor concerns that powerful new AI coding tools from Anthropic PBC and OpenAI LLC could disrupt the industry. While the sell-off may ...
While the market hovers near all-time highs, not every group of stocks has been a winner. In fact, there has been a brutal ...
The sell-off in software-as-a-service (SaaS) stocks has evolved from a pullback to a downturn, and now to a full-throttle crash. An exchange-traded fund (ETF) that closely tracks the sector -- The ...
The software sector (IGV), (IGPT), (XSW) has experienced a “stunning” valuation collapse in early 2026, but Gregg Moskowitz, senior enterprise software analyst at Mizuho, sees selective buying ...