High-quality infrastructure and security firms will likely suffer extreme volatility if they fail to meet market expectations this earnings season, due in part to very high valuations, according to ...

AI innovation is driving a divide in software stocks, with leaders gaining ground while laggards face pressure on growth and ...

Large language models are advancing rapidly, delivering AI agents and enabling the creation of lightweight, task-specific applications in days rather than months. Market concerns have manifested in ...

Market Turbulence Ripples Through Crypto and Tech After Anthropic AI Leak Investors across cryptocurrency and software sectors woke up to ...

Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big ...

The Investment Committee debate the software volatility and how you should position your portfolio. Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more ...

The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. What might that ...

Investors in Paycom Software, Inc. PAYC need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 20, 2024 $540 Put had some of the highest implied ...