BitVentures Joins Foundry USA Pool to Enhance Bitcoin Mining Stability and Compliance

TipRanksApr 20 18:27

Software Stocks Were Called Dead – They Just Had Their Best Day In A Year

BenzingaApr 14 03:28

Soleno Therapeutics, Playtika Holding And Other Big Stocks Moving Higher On Monday

BenzingaApr 6 22:31

No signs of easing AI impact as traders rush to shed software industry debt exposure

Concerns about AI are spreading in the credit market. According to media reports citing informed sources involved in the transactions who requested anonymity due to undisclosed pricing, syndicated loans of software companies such as Avalara Inc., Citrix, Dayforce, and Proofpoint fell by 1 to 3 points in the secondary market from last Friday to this Tuesday.

wallstreetcnFeb 25 08:42

HSBC's Contrarian View: Software Will Dominate AI, Now Is a Good Time to Buy the Dip

HSBC believes that enterprise-level software will not be disrupted but will instead 'absorb and tame' AI. The non-deterministic flaws of large models cannot meet the zero-error, high-reliability requirements of enterprises, while traditional software giants such as Microsoft and Oracle, with their deep data and architectural barriers, are embedding AI into their platforms. Compared to the previously overheated hardware semiconductor sector, the current valuation of the software sector is at a historical low point, and 2026 will be the inaugural year for AI monetization in the software industry.

wallstreetcnFeb 25 08:28

AI Unlikely to Replace Software Vendors -- Market Talk

WSJFeb 10 17:44