software sector
8 stories related to this topic, newest first.
Aciarium / Wikimedia (CC BY 4.0)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)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…
Substrate placeholder — needs review · Wikimedia Commons (CC BY-SA 3.0)Semiconductor ETF Outperforms Software ETF by 8.4 Points in Record One-Day Gap
U.S. semiconductor stocks outperformed software stocks by 8.4 percentage points on Thursday, marking the largest one-day gap on record. Chip indexes and individual companies posted strong gains, while software ETFs and select firms faced declines. The rally highlights ongoing str…
Substrate placeholder — needs review · Wikimedia Commons (CC BY-SA 3.0)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…
thehindubusinessline.comU.S. Stocks Decline in Volatile Session Amid Iran War Concerns and Mixed Earnings
U.S. stocks experienced declines during choppy trading on April 24, 2026, as expectations faded for a rapid resolution to the ongoing war with Iran. Investors also reacted to a variety of corporate earnings reports. Additionally, renewed worries emerged regarding disruptions caus…
Substrate placeholder — needs review · Wikimedia Commons (CC BY-SA 3.0)Vista Equity Partners Credit Arm Raises $250 Million for Software Debt Fund
Vista Equity Partners' credit-investing arm is seeking to raise $250 million for a new fund focused on acquiring debt of software companies. The fund targets securities affected by recent market selloffs linked to artificial intelligence concerns. This initiative aims to invest i…
Substrate placeholder — needs review · Wikimedia Commons (CC BY-SA 3.0)Jim Cramer Discusses Divergence Between Hardware and Software Tech Stocks
CNBC host Jim Cramer addressed the differing performance of technology stocks, noting gains in hardware companies like Intel and declines in software firms such as Salesforce and Adobe. He suggested that software stocks may continue to underperform relative to hardware. The comme…
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investopedia.comCNBC 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.