Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. This result seems to violate one of my basic rules of investing: ...
Software stocks have gotten off to a rocky start to begin 2026. As of this writing, both the S&P 500 and Nasdaq Composite are essentially breakeven on the year. While that performance may seem mundane ...
The software sector is lagging artificial intelligence stocks by an ever-widening margin, even as the AI trade has cooled. Morningstar senior equity research analyst Dan Romanoff attributes the steep ...
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Nvidia CEO Jensen Huang just said AI won't replace software. 3 beaten-down SaaS stocks to buy now
Jensen Huang said that AI will use existing software platforms as tools. A number of large software stocks are down more than 25% from recent peaks. Thus far, earnings reports from software companies ...
Bill Baruch, head of Blue Line Capital, sees significant opportunity in the software sector (IGV), (IGPT), (XSW) after recent market turbulence, identifying names like ServiceNow (NOW), Oracle (ORCL), ...
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