The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market sell-off.
ServiceNow and Salesforce look well-positioned for the AI age despite how their stocks have been performing.
A significant sell-off in software stocks has been triggered by investor concerns that powerful new AI coding tools from Anthropic PBC and OpenAI LLC could disrupt the industry. While the sell-off may ...
Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. For over a decade, SaaS has been hailed as the holy grail of software ...
A specter is haunting Wall Street—the specter of the “SaaSpocalypse.” Since IGV ETF peaked on September 19, 2025, it has fallen roughly 30%.
The software sector (IGV), (IGPT), (XSW) has experienced a “stunning” valuation collapse in early 2026, but Gregg Moskowitz, senior enterprise software analyst at Mizuho, sees selective buying ...
Shares of French software giant Dassault Systèmes plummeted as much as 21% in early trade on Wednesday, putting the stock on ...