Software stocks are plunging over a fear of disruption from AI. Something similar happened to Alphabet stock when ChatGPT first came out. Alphabet stock has tripled since then. Cloud software stocks ...

SAP SE is rated Hold due to a bearish technical setup despite solid GARP valuation and strong EPS growth outlook. Q3 results showed robust cloud backlog growth (+23%), EBIT up 19% YoY, and upbeat ...

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All eyes in software are watching as signs begin to emerge that the stocks have fallen as far as they are going to, at least for now.