For more than a decade, investors treated cloud software as the safest way to bet on the digital economy. Now the same market that once rewarded subscription apps for “eating the world” is suddenly ...

In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble. Even if you’ve never used these companies’ ...

The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.

Microsoft sell-off creates a 29% discount despite strong earnings and Azure demand. Read why MSFT stock discount is a steal.

The software sector has underperformed the broader market this year, and Okta’s CEO thinks that reflects some investor misunderstandings around two key areas. Emily Bary is MarketWatch's assistant ...

Software stocks have been sharply oversold on AI disruption fears, creating compelling value opportunities for patient investors. The narrative that AI will render established software firms obsolete ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

Investors have quickly moved to sell shares of companies that looked like they could be on the menu ...

Software ate the world. Now, investors are worried software companies are on the menu as the advent of AI threatens business models. - Getty Images/iStockphoto For more than 15 years, business ...