After falling 26% in three months, Microsoft looks oversold.

Microsoft AI CEO says vibe coding is lowering the barrier to building apps, raising questions about how defensible software ...

It was a set of open-source plugins for a product called Cowork that Anthropic had shipped less than three weeks earlier. The ...

Microsoft got hammered on Wall Street for capacity allocation decisions that were the right ones: the software that wins will use AI to usurp other software.

Microsoft stock tumbled after the company's latest earnings report, which could be an opportunity for long-term investors.

Now, it’s worth noting Stock Advisor’s total average return is 894 % — a market-crushing outperformance compared to 194% for ...

Shares of Microsoft plunged 12% and software stocks hit a bear market. The S&P 500 edged back from 7,000 as AI spending fears ...

Sysmon was once something you had to seek out and install. Now this pro-level system monitoring tool is integrated right into ...

Enterprise software stocks plunge as Microsoft drops 12% post-earnings amid AI capacity constraints and OpenAI exposure.

The Wedbush analyst thinks there are still winners to be found among software stocks despite the recent sell-off.

Wedbush said Microsoft, Palantir, CrowdStrike, Snowflake and Salesforce are the five stocks to own amid what it calls the "software apocalypse." ...

Anish Acharya, General Partner at a16z tells Squawk Box Europe that software is still going to eat the world, and argues that ...