Michael Burry adds a new Microsoft bet, doubles down on software

Michael Burry initiated a new position in Microsoft , adding to beaten-down software names even as he ramps up downside ...

Software stock dogs have joined market rally. There's a classic investing lesson in the rebound

In a 2026 market that had Microsoft down close to 20%, looking for opportunities to buy after big drawdowns is coming to more ...
CNET

Why I Use Additional Antivirus Protection on Top of Microsoft Defender

Microsoft Defender is good now, but I still treat it like a simple lock instead of a full security system. Marshall Gunnell is a Tokyo-based tech journalist and editor with over a decade of experience ...
Wall Street Journal

Private Credit’s Exposure to Ailing Software Industry Is Bigger Than Advertised

Many private-credit fund managers are playing down their exposure to software as fears spread about threats from artificial intelligence. A detailed analysis revealed four large funds marketed to ...
Washington Examiner

Biden officials who backed Microsoft software breached by China now work for Microsoft

Two high-level Biden administration officials who played key roles in evaluating a Microsoft security product that was breached by Chinese hackers now enjoy senior positions at the technology ...
MarketWatch

Opinion: The ‘smart money’ fled software stocks after Citrini’s viral AI doomsday report. Here’s where it’s going.

Citrini Research, the No. 1 finance newsletter on Substack with close to 200,000 subscribers, published a scenario analysis about artificial intelligence. It’s a scenario, not a prediction. Charlie ...
Business Insider

Morgan Stanley says AI disruption of software will send private credit defaults surging

Morgan Stanley says defaults in private credit could jump toward COVID-era highs. The bank sees loan defaults being driven by AI's disruptive effects on the software sector. Software accounts for ...
Hosted on MSN

Software firms go on the defensive

CNBC’s Leslie Picker joins ‘Money Movers' to discuss volatility in software stocks. Trump declares national emergency at airports, will sign order instructing DHS to 'immediately pay' TSA agents ...
Seeking Alpha

Microsoft introduces $99/month AI-powered software suite

Microsoft (MSFT) is integrating artificial intelligence into its Office productivity suite and raising the price of the upgraded version by 65% as it seeks to attract enterprise users to its Copilot ...
Jalopnik

Volvo Puts Its Money Where Its Mouth Is, Sends UX-Upgrading Over-The-Air Software Update To 2.5 Million Cars

Automakers have been peddling the value of over-the-air (OTA) updates for years now, citing how the capability will allow technology in older cars to stay current, but aside from in things like ...
MoneyWeek

AI disruption: does the software selloff create contrarian buying opportunities?

Software stocks are selling off fast, as investors fear that their business models face an existential threat. For years, artificial intelligence (AI) stocks have delivered impressive gains for equity ...