Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.

Earnings from DoorDash, Figma, and Moody’s suggest that fears about AI disruption are overdone.

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Wedbush Securities's Dan Ives calls SaaS selloff the 'most disconnected trade' he's seen in his career. He argues AI ...

Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential ...

As their stocks tank, software makers are rebranding themselves as A.I. innovators. Sparkle emojis are everywhere, but some efforts have been more successful than others.

Blue Owl, a direct lender specializing in loans to the software industry, said it had sold $1.4 billion of its loans to institutional investors at 99.7% of par value.

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