Anthropic's enterprise showcase impressed the room but is the AI threat to software stocks remains largely a ghost story?

The demos were real. The use cases were compelling.

Proactive Investors • 8 hours ago

Caron Says There Was a 'Reasonable Selloff' in Software Stock Space

Jim Caron of Morgan Stanley Investment Management Group says there was a reasonable selloff in the software space, but he doesn't think this event will bring down overall markets substantially further.

Bloomberg Markets and Finance • 2 hours ago

US software stocks climb as Anthropic announcement sparks relief rally

Shares of U.S. software companies that entered into partnerships with AI startup Anthropic on Tuesday helped lead a rebound in the sector that has been hammered by fears about the disruptive impact of artificial intelligence.

Reuters • 9 hours ago

Software New Consumer Staples? Joe Mazzola Examines Scale of Sell Off

Many software names have the same P/E ratio as consumer staples giants, something @CharlesSchwab's Joe Mazzola notes as remarkable. He explains how fear is showing with a surge in options puts and makes the case now could be a time to be "scaling in" software investments.

Software earnings vs. AI disruption

CNBC's Deirdre Bosa reports on news regarding software's impact from AI.

CNBC Television • Feb 23, 2026

Why software stocks lost more than $200 billion in market cap today

Artificial-intelligence fears have dogged the software sector this year — and the pressure continued on Monday with renewed intensity.

Market Watch • Feb 23, 2026

The SaaSpocalypse Just Created One Of The Best 11%+ Yielding Opportunities I've Ever Seen

A $1 trillion wipeout just rocked software stocks. However, the real opportunity may be hiding in plain sight. While everyone debates AI disruption, a deeply undervalued, high-quality, well-covered 11%+ yielding opportunity to profit from the SaaS carnage has just emerged.

Seeking Alpha • Feb 22, 2026

3 Brilliant Growth Stock ETFs to Buy Now and Hold for the Long Term

The Vanguard Growth ETF and Vanguard Mega Cap Growth ETF are cost-efficient ways to get exposure to a basket of growth stocks. Investors looking to target beaten-down software stocks may want to consider the iShares Expanded Tech Software Sector ETF.

The Motley Fool • Feb 21, 2026

Why software stocks' rally after Trump tariff ruling may not last

In a landmark 6-3 decision that has sent shockwaves through global financial markets, the Supreme Court struck down President Trump's sweeping global tariffs on Friday, ruling the administration “overstepped its constitutional authority” as it used emergency powers to bypass Congress. Software stocks, as represented by “IGV” or the iShares Expanded Tech-Software Sector exchange-traded fund (ETF), are inching higher in response as part of a broader “relief rally”.

Invezz • Feb 20, 2026

'Dramatic downside' risk in some software stocks still, says VantageRock's Avery Sheffield

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

CNBC Television • Feb 20, 2026