Software stocks sold off dramatically after months of underperformance. The losses stemmed from fresh fears that AI models could upend the industry. Analysts say that while AI does pose a competitive ...

It’s not just the stocks of software companies that are taking hits from worries about artificial intelligence. In the private credit market, where loans to software firms had become a favored sector ...

J.P. Morgan research highlights a logical disconnect in how investors value AI stocks and software stocks. The iShares Expanded Tech-Software Sector ETF is an easy way to buy the dip on software ...