The subscription business model now dominates much of the software industry and that has fueled the rise of software-as-a-service (SaaS) stocks. SaaS companies sell cloud-based software through ...

Fortinet and ServiceNow both beat revenue estimates after the close, and both stocks cratered anyway, dragging dozens of ...

The chip rebound is sorting software stocks into winners and losers, with October's biggest gainers now falling the hardest.

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ServiceNow's second-quarter subscription revenue grew 24.5% year over year. Adobe trades at around 10 times management's adjusted earnings per share target for fiscal 2026. Both stocks were near the ...

Three software stocks entered 2026 chasing the same customers, but by mid-year the scoreboard looks nothing like a sector story, and the reason one name pulled ahead points to a fault line most ...

Software stocks have bounced back strongly after being dragged down by fears that AI agents could disrupt the software-as-a-service model. The so-called SaaSpocalypse sparked a selloff earlier this ...

Are software stocks back? Is the AI trade over? The last two months have shown a surprising divergence in the trading action between semiconductor chip stocks and software counterparts. It can be ...

The past week saw massive moves in both directions for software stocks, as investors try to figure out which names are best insulated from artificial intelligence. Airtable, a one-time highflyer among ...

Monday - Friday, 6:00 - 7:00 PM ET Software stocks came roaring back in the third quarter as fears that AI would disrupt traditional business models faded, with Salesforce, Microsoft, Workday and ...

Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant ...