Looking back on software development stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including JFrog (NASDAQ:FROG) and its peers. As legendary VC investor Marc Andreessen ...

Forbes contributors publish independent expert analyses and insights. I track enterprise software application development & data management. Oct 13, 2025, 09:09am EDT Close-up Portrait of Software ...

Wall Street has been nervously watching the software industry for weeks. After startup Anthropic sent software stocks into a tailspin in February, investors have wondered if the direction of the tech ...

The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week, as AI concerns punish the sector. New legal and marketing features from Anthropic's Claude ...

At software companies that don’t have consistent, uniform pricing approaches, salespeople are the ones who ultimately shape deals. Doing their best to hit their sales goals and survive under ...

For the last three years, we’ve engaged in some in-depth data analysis and tea-leaf reading to answer two questions about Apple’s support for older Macs that still use Intel chips. First, was Apple ...

Michelle Miller and her colleagues at AlixPartners warned of trouble brewing back in April. Now, software stocks have plunged on AI disruption concerns that Miller laid out many months ago. Here's ...

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Software stocks have been under intense pressure this year amid AI disruption fears. But private equity giant Thoma Bravo thinks markets have it wrong. An exec at the firm says misunderstandings are ...