Software stocks sold off dramatically after months of underperformance. The losses stemmed from fresh fears that AI models could upend the industry. Analysts say that while AI does pose a competitive ...

At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...

ServiceNow, SAP slide after earnings S&P 500 Software and Services Index at nine-month low Jan 29 (Reuters) - U.S. software stocks fell on Thursday after SAP's underwhelming cloud outlook and a ...

With software stocks badly trailing the rest of the tech sector of late, investors told CNBC that they're buying the dip and predicted a flurry of deals. Shares of Salesforce, ServiceNow and Adobe ...

Millrose Properties is upgraded to 'buy' after a 10% pullback and a 2.7% dividend increase, offering a 10.3% yield. MRP's revenues remain resilient despite Lennar's margin pressures, with contractual ...

Inventory management software company, Unleashed, has released a new product claimed to give smaller manufacturers the Material Requirements Planning (MRP) abilities of companies many times their size ...

Millrose Properties has outperformed since its Lennar spinoff, driven by strong demand from homebuilders seeking capital-light land options. MRP's Q3 results exceeded expectations, with robust FFO and ...

OpenAI on Thursday announced it has acquired Software Applications Incorporated, a small company that developed a Mac product called Sky. All employees from Software Applications will join OpenAI.

Software Advice, a Gartner company, has recognized MRPeasy as the Best Overall Manufacturing Software of 2025. In addition to the top title, MRPeasy was also awarded: Best Overall Manufacturing ...