Fundstrat’s Tom Lee warned AI is destroying the $450 billion software sector and job losses will follow, predicting a dovish Fed under Kevin Warsh will cut rates as core CPI is forecasted to drop in Read More
February 15, 2026
Tags :software companies
Goldman Sachs (GS) CEO David Solomon on Tuesday called last week’s sharp sell-off in software industry stocks “a little bit too broad,” joining Wall Street’s chorus of voices urging patience as investor nerves Read More
(Bloomberg) — Oracle Corp. shares extended their rebound on Monday, as ramped up capex spending by US technology giants helped soothe nerves over the threat posed to the company by developments in artificial intelligence. Shares in Read More
This is The Takeaway from today’s Morning Brief, which you can sign up to receive in your inbox every morning along with: If you are looking to be consoled after 25% in value was sliced Read More
On Thursday, Wedbush analyst Dan Ives said that Wall Street is punishing software stocks like Salesforce Inc. (NYSE:CRM), ServiceNow Inc. (NYSE:NOW) and Microsoft Corp (NASDAQ:MSFT) as if they are no longer relevant Read More
Big Tech CEOs this week brushed aside worries that AI will evaporate the competitive moats of established software companies, even as those firms have seen their stocks plunge in a steep, months-long sell-off. Speaking during Read More
00:00 Speaker A in terms of uh Gemini adoption and how, uh, you know, what this moment means for SAS, etc. 00:06 Speaker A Look, at least from my my vantage point, you know, I definitely uh Read More
(Bloomberg) — Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders gripped by fears about the destruction to be wrought by artificial intelligence. “Read More