Wedbush said Microsoft, Palantir, CrowdStrike, Snowflake and Salesforce are the five stocks to own amid what it calls the "software apocalypse." ...
Companies with a low risk of AI displacement are being lumped together with firms that may face genuine disruption.
The Investment Committee debate Meta's earnings report and whether software stocks are a buy here.
European and U.S. software stocks struggled to find support on Wednesday as a sector-wide selloff spread to Asia, fuelled by mounting worries that advances in artificial intelligence could upend ...
The software sector has already seen more carnage this month than the finale of Game of Thrones, and we’re still only halfway through January. While many stocks in this industry have been suffering ...
In this article, we highlight the best software infrastructure stocks to buy according to hedge funds. An estimated $45 trillion opportunity may emerge in the software application layer as AI ...
On January 22, Dan Ives, Global Head of Technology Research at Wedbush Securities, appeared on a CNBC Television interview to ...
Such has been the sentiment around these software stocks that brokerage firm Jefferies has gone on to call it the "SaaSpocalypse". Jefferies has called the trading activity around these stocks a "get ...