The $15 billion growth investor has halved its exposure to software companies following one of the toughest periods in the ...

ServiceNow (NOW) stock has dropped by 23.5% in less than a month, from $136.34 on 26th Jan, 2026 to $104.27 currently. The pullback comes amid broader volatility ...

NEW YORK, Feb. 17, 2026 /PRNewswire-PRWeb/ -- Bolt Data today announced Bolt Data Connect, developed on the ServiceNow AI Platform, to enable real-time field asset monitoring and service automation.

Tech stock market rotation 2026: Wall Street's software sector is facing a major downturn. Billions in market value have ...

Software vulnerabilities are most dangerous when security teams don’t even know they exist. The Verizon 2025 Data Breach Investigations Report highlig ...

Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.

The S&P 500 pulled back on Thursday as the latest results from tech titan Nvidia and software giant Salesforce weren't enough to boost the broader market.

Software stocks, long viewed as some of the market’s most attractive business models, have been hit hard in recent months as investor concerns around artificial intelligence and large language models ...

We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks,” said Jeffrey Favuzza, who works on the equity trading desk at Jefferies. Selling pressure was evident across the sector ...

AI disrupts software, which leads to software-backed loan defaults. The pace of AI disruption is not contained to software in this scenario: AI agents, vibe coding, and autonomous driving come for the ...