Software stocks have been pummeled to start 2026.
Private equity firm Thoma Bravo is looking at the recent sell-off in software stocks due to fears about AI as a buying ...
Emerging trends show that B2B software buying preferences are changing. Companies are more thorough about new software investments and would welcome as much information as possible to guide buying ...
Enterprise software stocks are down significantly, but this may be a structural shift caused by AI-driven demand suppression, ...
Speaking to the Financial Times in an interview at Davos, Bravo described the plunge in software valuations as a "huge buying opportunity" for investors. He attributed the decline to what he considers ...
A few years ago, the cloud transformed how companies use software. The shift moved users from purchasing licenses to subscribing to services, giving rise to the cloud-based software-as-a-service model ...
Yes, you can buy legitimate software on Amazon. But mixed with trusted listings are risky options that look real, feel real, and sometimes even work—until they don't. Just because software is listed ...
As "scared" money returns to the sector, top analysts at DA Davidson and Piper Sandler name the cloud and infrastructure ...