The high-profile CEO and artificial intelligence (AI) expert thinks software stocks have been unfairly sold off due to unwarranted fears about AI's role in software.

Is generative AI a threat or an opportunity for this stock?

Broadcom offers comparable growth at cooler valuations.

Even after its recent decline, Snowflake stock still looks expensive.

Dan Ives sees a disconnect between software fundamentals and sentiment.

Synopsys experienced a decline of -5.2% over the last day. You might feel inclined to purchase more shares, or perhaps ...

The future isn't guaranteed to be bright and profitable for any one person or company. That could prove especially true for one-time untouchable software companies currently being battered by frequent ...

The stock priced at $33 in its July 31, 2025 IPO, opened at $85, and closed day one at $115.50, an explosive 250% debut that is called the biggest first-day pop in at least three decades for a ...

Intuit's underlying business is still growing nicely, but AI uncertainty and valuation risk mean investors should brace for more volatility.

The Details: Progress Software reported quarterly earnings of $1.51 per share, which beat the Street estimate of $1.31. Quarterly revenue came in at $252.67 million, which just missed the consensus ...

Analysts maintained their long-term bullishness on Cadence Design Systems, calling fears of AI disruption overblown.