software stocks – Charm

Graphs showing what software stocks may end up having in common with the newspaper industry.

Goldman issues a blunt warning to beat-up software stock investors

Cs news4 months ago05 mins

The Great Software Stock Rout of 2026 may be just the beginning, Goldman Sachs warned. And one should look no further than how the rise of the internet in the early 2000s hammered the newspaper industry to get a taste of what may be to come. “One lesson from historical examples of industries facing disruption…

Billions wiped out as software stocks sink on AI disruption fear

Cs news10 months ago10 months ago04 mins

(Bloomberg) — Growing worries that artificial intelligence tools could soon disrupt the world’s biggest software businesses are sparking a selloff across the sector. A 30% plunge in Monday.com Ltd. (MNDY) shares grabbed investor attention in Europe on Tuesday, with some analysts saying the drop reflected concerns over the long-term competitive threat of AI as much…