Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. This year’s stock market winners look nothing like 2025’s. While the ...

The golden age of unbridled spending on AI software might be behind us, as vendors say it’s a lot harder to make a sale than it used to be. Last year represented something of a boon era for vendors ...

Unity Software Inc. (NYSE: U) will release earnings for its fourth quarter before the opening bell on Wednesday, Feb. 11. Analysts expect the San Francisco, California-based company to report ...

A Friday bounce may have left some investors feeling better heading into the weekend, but a violent sell-off in tech names focused on the software industry this past week had Wall Street strategists ...

Software stocks mostly rebounded on Monday as Wall Street analysts pushed back against growing investor fears that artificial intelligence could disrupt the sector’s business models. Oracle (ORCL) ...

Nvidia's Jensen Huang is right when he says that the idea that AI will replace software is "the most illogical thing in the world." Like all business leaders, software developers and investors talking ...

For more than 15 years, business software steadily came to dominate every industry sector of the economy. The advancement of enterprise software was relentless. This week, investors became very ...

The selloff of business software continues on Wednesday as investors keep selling shares of companies that look like they could be on the menu Software ate the world. Now, investors are worried ...

The release of an AI legal tool from Anthropic resulted in bloodletting for legal and business software stocks. The professional software you love may be next. Reading time 2 minutes If you read ...

Dave Lee is Bloomberg Opinion's US technology columnist. He was previously a correspondent for the Financial Times and BBC News. Just four paragraphs on the website of Anthropic PBC were enough to ...