Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.
Buying these world-class tech stocks amid the recent sell-off could pay off handsomely over the coming years.
The firm says there are ample opportunities to buy beaten-down, AI-resistant stocks at attractive valuations.
Investor concerns about the impact of AI are growing.
Technology stocks have once again been doing what the broader market expects of them: delivering earnings growth. In its economic and market outlook for 2026, Vanguard wrote that “U.S.
Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential ...
Dividend ETFs like SCHD, FDL, and HDV are outperforming AI and SaaS stocks as investors favor moderate-yielding dividend ...
Here are Stanley Druckenmiller’s latest moves.