The investor who coined the HALO trade focused on hard assets says he strayed from the framework. Josh Brown, Ritholtz Wealth Management CEO, bought software after the AI sell-off tanked valuations.

SAP said it had struck an agreement to acquire U.S. data-management software provider Reltio, moving to further embed artificial intelligence in its operations. The German business-software group said ...

Permira, the €85 billion ($98 billion) global private equity firm which lends to technology companies, is finding opportunity in software loans battered by fears of AI disruption. “The market has ...

The Claude AI logo is displayed on a smartphone screen with a multitude of Anthropic language model logos in the background. (Photo by Samuel Boivin/NurPhoto via Getty Images) Earlier in 2026 shares ...

In this article, we will list the 5 Best Software Application Stocks to Buy Now. Please visit 11 Best Software Application Stocks to Buy Now if you’d like to see an extended list and how we came up ...

OpenAI Group PBC today announced plans to acquire Astral Software Inc., a startup with a set of widely used Python development tools. The terms of the deal were not disclosed. Astral’s development ...

March 19 (Reuters) - OpenAI said on Thursday it will acquire Python toolmaker Astral, as the ChatGPT owner looks to strengthen its portfolio against ‌rival Anthropic and gain more share in the ...

An HSBC analyst thinks this year is the time to focus on AI software stocks. But Nvidia's recent financial results prove AI hardware companies aren't done growing. Spreading your investments across ...

Software stocks have taken a beating, and now investors get a pause to assess the carnage and see whether some parts of the sector have been unfairly punished. The Shares Expanded Tech-Software Sector ...

Salesforce (CRM) fell 28% year-to-date to $185.43. ServiceNow dropped 30% and Microsoft declined 17%. Dan Ives says software now represents a ‘generational buy’ opportunity. Salesforce trades at 14.2x ...

Software stocks have been hammered as fears of AI proliferation take hold. This provides a compelling opportunity for savvy investors. By Danny Vena, CPA – Feb 14, 2026 at 3:02AM EST AI start-up ...

In the aftermath of the AI-fueled software plunge, JPMorgan makes the case for investors to buy the dip. Analysts named several top stock picks that are positioned for dip buyers after the sell-off.