MarketPulse

software sector

8 articles
The Motley FoolThe Motley Fool··Jeremy Bowman

Goldman Sachs Warns of Private Credit Dangers as $1T Market Shows Stress

Goldman Sachs warns of deteriorating underwriting in the $1T private credit market as Blue Owl falls 39% and major firms restrict withdrawals, raising systemic risk concerns.
MSMSpAMSpEMSpFMSpI+7AI disruptionprivate credit
BenzingaBenzinga··Erica Kollmann

SaaS Giants Face Worst Downturn Since 2008 as AI Disruption Fears Grip Market

Salesforce and Adobe plunge 26% and 29.7% respectively—worst quarters since 2008—as AI disruption fears grip the SaaS sector.
SNOWCRMADBEWCLDtechnical analysisAI disruption
BenzingaBenzinga··Lekha Gupta

Salesforce Launches Record $25B Buyback as Stock Defies Market Weakness

Salesforce launches record $25B buyback program on Thursday, bucking market weakness. Stock down 29.86% in 12 months but shows improving technical momentum.
CRMIGVFDNtechnical analysismomentum indicators
BenzingaBenzinga··Lekha Gupta

Adobe's Shantanu Narayen to Step Down After 18 Years at Helm

Adobe CEO Shantanu Narayen to step down after 18 years; stock falls 7.68% despite Q1 earnings beat and strong growth metrics.
ADBEIGVPKWstock declineearnings beat
Investing.comInvesting.com··Michael Kramer

S&P 500 Faces Widening Trading Range as Technical Momentum Falters

S&P 500 faces technical deterioration with 24 declines in 36 days, while software sector drops over 30%. Oracle reports negative free cash flow, signaling broader sector weakness.
ORCLORCLpDIGVS&P 500technical analysis
Investing.comInvesting.com··Jesse Cohen

Adobe's AI Strength vs. Lennar's Housing Headwinds: Weekly Stock Calls

Adobe positioned as buy on AI momentum and beaten expectations; Lennar a sell facing 55% profit decline amid housing market weakness.
ORCLORCLpDADBELENLEN.BearningsAI adoption
The Motley FoolThe Motley Fool··Daniel Foelber

Growth ETFs Present Buying Opportunities as Tech Sector Faces 2026 Headwinds

Growth ETFs offer buying opportunities as tech faces 2026 headwinds. VUG and MGK provide diversified exposure, while IGV's tech decline may attract contrarian investors.
NVDAMETAMSFTAMZNGOOG+10AI disruptionlong-term investing
Investing.comInvesting.com··Jeffrey Neal Johnson

ServiceNow Executives Increase Stakes as SaaS Sector Faces AI Disruption Concerns

ServiceNow executives increase insider buying amid SaaS sector decline, signaling confidence that the company's AI governance positioning justifies higher valuations than current market prices reflect.
NOWCRMADBEenterprise softwareshare buyback