Topic
Software Sector
11 stories related to this topic, newest first.
Benzingaai34 days ago
SpaceX to Acquire AI Coding Startup Cursor in $60 Billion All-Stock Deal
Space Exploration Technologies Corp. agreed to buy AI coding startup Cursor from Anysphere Inc. for $60 billion in stock. The transaction marks one of the largest acquisitions in the AI software sector.
investors.comfinance55 days ago
Salesforce shares lag software sector recovery ahead of earnings
Software stocks have recovered from earlier losses tied to artificial intelligence, but Salesforce shares remain below prior levels. The company is scheduled to report quarterly results that may influence investor sentiment.
benzinga.comfinance63 days ago
ServiceNow stock rises toward yearly high as software sector gains
ServiceNow shares rose sharply on Tuesday, heading for their best single-day performance in a year. The move coincided with broader gains across the software sector.
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thenewstack.iofinance77 days ago
Private Credit Leaders Discuss AI's Role in Software Sector Volatility Amid Growing Market Size
Leading credit CEOs discussed AI's potential impact on software-heavy private credit and leveraged loan markets, seeing it as driving greater dispersion rather than broad disruption. They agreed current stresses pose no systemic risk, with differing outlooks on software defaults.
Office of the Chief Software Officer, U.S Air Force / Wikimedia (Public domain)finance83 days ago
US Software Company Loan Prices Drop to 88 Cents, Near Two-Year Low
Average prices for loans to US software companies have fallen to approximately 88 cents, marking a near two-year low. This represents a 6-cent decline since the start of 2026, equivalent to a 7% drop. The software sector is the most affected in the US leveraged loan market, accor…
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Benzingatechnology87 days ago
U.S. Cybersecurity Stocks Trade at 24% Premium to Broader Software Sector, Goldman Sachs Reports
U.S. cybersecurity stocks are trading at a 24% premium to the broader software sector based on enterprise value to forward sales as of April 15, 2026, according to a Goldman Sachs Research report. The firms are outperforming the sector with stocks at more than a 20% premium on th…
Bloombergai88 days ago
Europe's Biggest Software Company Reports Cloud Revenue Growth Beating Estimates
Europe's biggest software company announced revenue growth from its cloud services that exceeded analysts' estimates. This followed the integration of artificial intelligence agents into the services. The development highlights ongoing advancements in AI integration within the so…
Substrate placeholder — needs reviewfinance96 days ago
Michael Burry Discloses 3.5% Stake in PayPal, Eyes Positions in Salesforce and MSCI
Investor Michael Burry revealed a roughly 3.5% position in PayPal and plans to add Salesforce and MSCI holdings. His selected companies do not rely on private credit markets, despite recent retail outflows from private credit funds tied to software companies amid a 28% drop in th…
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investopedia.comfinance102 days ago
CNBC Discusses Market Risk Appetite Revival and Software Sector Lag
A ceasefire is boosting investor risk appetites in financial markets. Jens Nordvig of Vanda Research commented on current market conditions during a CNBC appearance. Separately, traders analyzed why software stocks are underperforming amid a broader rally.
Substrate placeholder — needs reviewfinance102 days ago
CNBC Fast Money Traders Share Final Stock Trades of the Day
CNBC's Fast Money segment featured host Melissa Lee and traders discussing their final stock picks at the close of trading. The selections included Amazon.com Inc., the CBOE Volatility Index, the iShares Expanded Tech-Software Sector ETF, and Citigroup Inc. This segment provides…
Substrate placeholder — needs reviewfinance104 days ago
CIOs and CTOs Adopt Stricter Vendor Policies Amid AI Impact on Enterprise Software
Chief information officers and chief technology officers are implementing tougher standards with software vendors as artificial intelligence influences the enterprise software sector. Investors are assessing the risks AI presents to these companies. The changes place CIOs at the…