SaaS companies took major hits: Microsoft closed down 2.87%, SAP was down 3.29% this morning on the German market, Salesforce ...

A swift market reaction, dubbed 'SaaSpocalypse,' saw software stocks plummet by $285 billion after Anthropic's AI assistant, Claude Cowork, launched new plugins. The legal workflow automation plugin, ...

Software stocks have lagged AI names by a significant margin for most of 2025. Software stocks are significantly undervalued, according to Morningstar analysts, and many have sound fundamentals ...

The software sector has been a meaningful laggard this year, and Baird analysts say plenty of stocks are now on sale Zoom's free-cash-flow multiple lands it on Baird's list of discount software stocks ...

Analysts predict AMD’s free cash flow to increase significantly, potentially leading to substantial returns for investors. Microsoft’s cloud business is experiencing strong growth driven by increasing ...

In 2011, Marc Andreessen proclaimed in a blog that “software is eating the world.” Like many of his bets and predictions, Marc Andreessen’s quote aged like a fine wine. Andreessen wrote: “Six decades ...

The global AI market is expected to hit $3T by 2033, and chipmakers and infrastructure stocks are exploiting the demand boom. Discover top 10 AI Stocks for 2026.