The software sector is in turmoil. Is the worst to come, or is this a generational buying opportunity?

Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential ...

Software stocks have tumbled over the last few weeks, but they're not all buys.

Microsoft’s earnings may have been a mere catalyst for a change that was coming one way or another. But it’s still particularly important, inasmuch as it accounts for half of the software sub-index, ...

The fifth member of the laggards in 2025 was Constellation Software, another business that Giverny Capital has owned since our inception. Constellation declined 22% for the year, even though I believe ...

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In a market sector recently defined by volatility and skepticism, Dynatrace (NYSE: DT) has effectively separated itself from ...

For years, Capital One has stood apart in the financial services sector by positioning itself as a technology company that happens to be in banking. Now, it has taken a bold step further by moving ...