Industrial software stocks have recently been caught in the broader market sell-off driven by fears over AI disruption, but analysts argue the reaction has been excessive and misunderstands where ...

Software stocks are oversold because of illogical concerns about artificial intelligence.

Follow all the latest U.S. market action for Thursday here to see if stocks can shrug off a timid response to Nvidia earnings and extend a two-day winning streak to claim fresh record highs.

Most people had been waiting for iOS 26.4 as the next iPhone software, but no, almost out of nowhere, iOS 26.3.1 popped up. And it was a surprise in another way, too: minor point updates are almost ...

Goldman Sachs chief executive David Solomon said he was surprised about a muted reaction to the wave of strikes, but investor fears have started to grow.

Investors are worried AI will smash software businesses, but concerns about too much spending on the infrastructure for too little in returns haven’t gone away.

Nvidia Corp. is down 3.8% this morning despite reporting solid numbers during its earnings call yesterday. Even though Wall Street decided to sell in reaction to earnings, Main Street investors may ...

In systems engineering, feedback latency is a silent killer. When feedback is slow or ambiguous, systems drift. Engineers ...

Correction: This article has been updated to reflect Marc Rowan's correct role as CEO. Apollo Global Management's APO CEO Marc Rowan called last week’s investor reaction to software stocks "extreme." ...

Anthropic's Claude Code modernising COBOL systems triggered a 13.2% correction on IBM's stock.

Record sharemarket highs weren’t the focus for investors when earnings season ended; it was the massive volatility hidden ...

Okta's new AI-driven identity security offerings are generating unprecedented customer interest, potentially driving upside.