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Ondas Holdings Adds High-Margin AI Software to Its Autonomous Defense Portfolio. Here’s What That Means for ONDS Stock.
Ondas (ONDS) has officially completed its acquisition of Omnisys, an Israel-based developer of AI battlefield decision-making software. The deal involved an all-stock transaction valued at approximately $196.6 million. Through this transaction, the company is expected to add $100 million to…
Dow, S&P 500, Nasdaq decline as oil rises and software stocks sink
The iShares Semiconductor ETF (SOXX) just hit its 12th consecutive intraday high. It is also on track for a 17th straight daily gain, while the Technology Select Sector SPDR ETF (XLK) may see its 16-day winning streak snapped as it…
Software stocks plunge on ServiceNow, IBM results, AI fears escalate
Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025. David Paul Morris | Bloomberg | Getty Images Software stocks plummeted on Thursday as disappointing results from ServiceNow and IBM added to fears that artificial…
“The Big Short’s” Michael Burry Just Threw Cold Water on SaaS Armageddon. 3 Software Stocks He’s Buying
Michael Burry has spent decades intriguing investors with his contrarian views. Leading up to the Great Recession in 2008, Burry, who at the time ran his own hedge fund called Scion Capital, bet against mortgage bonds, which eventually collapsed, yielding…
Securing critical software for the AI era \ Anthropic
Identifying vulnerabilities and exploits with Claude Mythos Preview Over the past few weeks, we have used Claude Mythos Preview to identify thousands of zero-day vulnerabilities (that is, flaws that were previously unknown to the software’s developers), many of them critical,…
How a Prominent Fund Manager Dodged 2026’s Software Stock Rout
Rajiv Jain wasn’t alone. Other investors had warned about what they considered overly optimistic expectations for many technology stocks well before Anthropic’s early-February announcement of enhanced artificial intelligence capabilities sent software stocks—and others—reeling. But few mutual fund managers matched the…
ações caem mais 9% seguindo preocupações com setor de software nos EUA
As ações da Totvs (TOTS3) são destaque de queda na sessão desta quarta-feira (4), sendo a maior baixa do Ibovespa. Às 12h45 (horário de Brasília), os ativos caíam 9,17%, a R$ 39,60. Analistas apontam queda das ações TOTS3 seguindo a…
ServiceNow (NOW) in Focus as Bernstein Calls It the Cheapest Large-Cap Software Name
ServiceNow, Inc. (NYSE:NOW) is one of the AI Stocks on the Market’s Radar. On December 17, Bernstein SocGen reiterated an “Outperform” rating on the stock with a $1,093.00 price target. Deeming NOW as the “cheapest large-cap software stock” after selloff,…