CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on ...

LONDON, Feb 5 (Reuters Breakingviews) - Public market investors are freaking out about artificial intelligence. Yet the pain may be even more dramatic in the worlds of private equity and credit.

How to catch that falling knife — a look at the iShares Expanded Tech-Software Sector ETF (IGV) . Here's the quick answer: You don't. When you see an ETF or a stock make a dramatic move to the ...

Software stocks have taken a beating, and now investors get a pause to assess the carnage and see whether some parts of the sector have been unfairly punished. The Shares Expanded Tech-Software Sector ...

The Great Software Stock Rout of 2026 may be just the beginning, Goldman Sachs warned. And one should look no further than how the rise of the internet in the early 2000s hammered the newspaper ...

Analysts see opportunities in shares of cybersecurity, infrastructure and HR software companies Investors can take a breather and assess whether there are opportunities to buy some beaten-down ...

A year ago, I had no clue how to write an iPhone app. Now I’ve shipped a fully-fledged strength training app, built with AI coding tools, or “vibe coding” as it’s become known. A lot of people get ...

Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. On paper, Thoma Bravo’s $2bn deal to buy a specialist software company for call centre workers last year was ...

The private credit “cockroaches” may have finally arrived, and they’re scurrying from the software sector. They may also have created opportunities in shares of business development companies that own ...

50% haircuts are becoming commonplace among guilty-until-proven-innocent enterprise software names. Selling has not cascaded across sectors and geographies, with the broadening trade still holding ...

Anthropic has introduced Claude Cowork, a new artificial intelligence (AI) tool with the capability to replace dozens of other software. Meant to be like an AI colleague, it can read files, organise ...