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Traders dump software stocks

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Overview
Impacts
 · 1d
Software experiencing 'most exciting moment' as AI fears hammer the stocks
The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week, as AI concerns punish the sector.

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 · 2d
‘Get Me Out’: Traders Dump Software Stocks as AI Fears Erupt
 · 3h · on MSN
US software stocks slammed on mounting fears over AI disruption, lose $1 trillion in week
 · 1d
Anthropic’s new AI tool sends shudders through software stocks
Anthropic just launched a new AI tool that could replace dozens of software tools.

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 · 1d
Selloff wipes out nearly $1 trillion from software and services stocks as investors debate AI's existential threat
 · 3h
AI is not the 'death of software' & tech stocks are overreacting
 · 8h
US software stocks mixed after bruising selloff on AI disruption fears
The software selloff has come alongside a broader rotation out of technology and into value-oriented sectors such as consumer staples, energy and industrials, which were laggards in the bull market th...

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 · 1d
Global software stocks hit by Anthropic wake-up call on AI disruption
 · 1d
AI Fears Drag Asia Software Stocks Lower After US Tech Rout
5hon MSN

Here's what smart people are saying about a software apocalypse

Jensen Huang called the sell-off "the most illogical thing in the world." He's not the only one who has qualms with Wall Street's reaction.
5d

AI Boom Is Triggering a Loan Meltdown for Software Companies: Credit Weekly

Apollo Global Management Inc. took a loss on a portion of a $170 million asset-backed financing for Amazon brand aggregator Perch that was written off to zero, a rare stumble for a strategy touted as one of private credit’s safest and most promising.
7don MSN

AI disrupts traditional software business, 'AI is eating software' – analyst

Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at Melius Research.
12h

OpenAI's pitch to nervous software companies: Work with us, not against us

OpenAI rolled out a new enterprise platform that is aimed at making AI agents feel like true coworkers.
12hon MSN

'Software-mageddon' leaves investors bargain-hunting but wary

By Lewis Krauskopf and Suzanne McGee NEW YORK, Feb 5 (Reuters) - Wall Street's "Software-mageddon" has been snowballing. Now investors are debating whether it is time to warm up to the beaten-down stocks.
7d

Understanding the Business Model of Technology and Software Providers

At the center of most modern software businesses is the subscription model. Software-as-a-Service has become the dominant approach because it provides stability and predictability. Instead of relying on one-time sales, providers generate ongoing revenue through monthly or annual payments.
1d

Palantir Is Challenging The Enterprise Software And IT Services Industries

Palantir is delivering exceptional, margin-accretive growth as AIP and Foundry displace traditional enterprise software and IT services. Read why PLTR is a Hold.
WITN
8mon

Software company moves HQ to ENC

MOREHEAD CITY, N.C. (WITN) - 21st Century Software Technologies (21CS) is leaving Boston Harbor for Morehead City’s beachy views and celebrated its grand opening on Tuesday at their new new headquarters. “It’s a beautiful place to be and I can ...
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