software stocks

Software stocks in the State Street ETF lost $1.6T in combined market cap in 2026 due to AI fears; Microsoft, AppLovin, Intuit, and Salesforce each lost $50B+

Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet

Annie Palmer /CNBC:

Software stocks rebound as Anthropic announces partnerships integrating its AI tools with enterprise apps, including Slack, Intuit, Docusign, and FactSet

Annie Palmer /CNBC:NEW

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

Software stocks extended their weeks-long selloff on Monday; several of the biggest decliners were discussed in a post by Citrini Research

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.

US tech stocks fall sharply in intraday trading: the Nasdaq drops 1.8%+, S&P 500 1.5%+, GOOG 3%+, QCOM 7%+, and AMZN 3%+, amid a selloff in software stocks

Financial Times:NEW

Anthropic's Claude Cowork launch revives investor fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley's SaaS index is down 15% YTD

The new year was supposed to bring opportunities for beaten-down software stocks.  Instead, the group is off to its worst start in years.

Claude Code represents a “ChatGPT moment repeated” and an “extinction-level event” for horizontal software companies focused on human-oriented consumption

and why that's awful news for software stocks