The insurance industry is navigating one of its most significant periods of transformation. Competitive pressures, shifting customer expectations and rising regulatory demands are reshaping the ...

I’ve been talking about the demise of SaaS for two years and now I just want to shout it from the rooftops because a lot of companies still aren’t listening. In fact, what you’re about to read is a ...

Market data reflects trailing 7-day stock price performance through February 4, 2026 for the 25 publicly traded software companies with the largest declines over that period. Public market analysis ...

Software stocks in particular, and tech stocks in general, are getting hammered. The MoneyShow Chart of the Day shows the YTD performance of the iShares Expanded Tech-Software Sector ETF (IGV), the ...

As the gusts die down, the “SaaS-pocalypse” has been downgraded to a mere “Severe SaaS Weather Event.” That’s the thinking of Goldman Sachs CEO David Solomon at least, who said at a UBS conference in ...

Fears that agentic AI tools such as Anthropic’s Claude Cowork plug-ins could automate core enterprise processes and disrupt the traditional SaaS model triggered a sharp sell-off in global tech stocks, ...

The SaaS sector dropped 30% in 90 days on AI generated obsolescence fears. Autodesk commands 70-80% of the global architecture market with prohibitively high switching costs. Palantir’s AI platform ...

The current selloff in software stocks (IGPT), (XSW), (IGV) is an overreaction driven by misplaced fears that artificial intelligence will eliminate the need for software, according to Ray Wang, ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

Stocks can rise and fall to levels beyond your imagination. A lower stock price doesn’t always mean a better value. Don’t forget to include the cons when building an investment thesis. The market is ...