US software stocks fell in premarket trading on Thursday, following quarterly results from IBM and ServiceNow that reignited fears about AI-driven disruption across the sector.

IBM, ServiceNow's quarterly results revive AI disruption fears Software stocks pressured since Anthropic launched tools in Feb Investors have favored chip stocks over software so far in 2026 April 23 ...

U.S. software stocks fell in premarket trading on Thursday, following quarterly results from IBM IBM-N and ServiceNow NOW-N that reignited fears about AI-driven disruption across the sector.

Anthropic, the artificial intelligence company behind Claude, has begun testing a new AI model more capable than any it has released previously, Fortune reported. The company said the model represents ...

The software stock selloff resumed on Tuesday in the absence of major updates out of the Middle East. The Nasdaq Composite dropped 0.9%. The Dow Jones Industrial Average fell 85 points, or 0.2%. The S ...

Software stocks have fallen in recent months over fears that AI will destroy demand. Some value managers say software companies have gotten cheap enough to warrant monitoring, but they are waiting ...

AI-focused software names tumble, pulling Palantir down as traders rotate out of high-risk growth stocks. Temporary 10% U.S. tariffs and speculation of future increases unsettle investors, heightening ...

CNBC's MacKenzie Sigalos reports on bitcoin trading in lock-step with software stocks, as investors treat it more like open-source software than digital gold — even as Michael Saylor’s Strategy keeps ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

Private-credit firm Blue Owl Capital joined peers Thursday in trying to redirect recent narratives tying artificial intelligence risk to their unlisted software holdings and their overall outlook, ...

Unity Software (U) shares clocked seven straight sessions of losses on Wednesday, as the stock was 3.7% lower at $24.91. The application software company lost over 37% in the preceding six sessions.

Shares of technology companies slid after a new legal-analysis tool from Anthropic posed an ontological threat to software and data firms. The selloff has come amid fears that companies such as Oracle ...