http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Thu, 12 Mar 2026 06:03:13 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Reuters/Software+companies+fight+back+against+fears+that+AI+will+kill+them/26148615.html <p>March 12 (Reuters) - Oracle's Mike Sicilia is the latest software CEO to wade ‌in to the debate on whether ​artificial intelligence tools that ​heavily automate human tasks will mean the demise of his industry. His verdict was a resounding "no." </p> <p>"You've all heard ... that new companies coding quickly using AI will spell the death of SaaS (software as a service)," he told analysts on a conference call on Tuesday. "I http://www.streetinsider.com/Reuters/Software+companies+fight+back+against+fears+that+AI+will+kill+them/26148615.html Thu, 12 Mar 2026 06:03:13 -0400 IGV http://www.streetinsider.com/General+News/Software+companies+fight+back+against+fears+that+AI+will+kill+them/26148615.html <p>March 12 (Reuters) - Oracle's Mike Sicilia is the latest software CEO to wade ‌in to the debate on whether ​artificial intelligence tools that ​heavily automate human tasks will mean the demise of his industry. His verdict was a resounding "no." </p> <p>"You've all heard ... that new companies coding quickly using AI will spell the death of SaaS (software as a service)," he told analysts on a conference call on Tuesday. "I http://www.streetinsider.com/General+News/Software+companies+fight+back+against+fears+that+AI+will+kill+them/26148615.html Thu, 12 Mar 2026 06:03:13 -0400 IGV http://www.streetinsider.com/Reuters/Wall+St+whisperers+help+financial+firms+navigate+Iran+conflict+risks/26148575.html <p>By Douglas Gillison, Gertrude Chavez-Dreyfuss and Michelle Price</p> <p>WASHINGTON/NEW YORK, March 12 (Reuters) - The day ‌before U.S.-Israeli air strikes killed Iran's ​Supreme Leader on Saturday ​February 28, many Wall Street firms were expecting military action thanks to a growing industry of ex-military and national security advisors who were warning the signs were clear.</p> <p>Around 6 p.m. ET that Friday http://www.streetinsider.com/Reuters/Wall+St+whisperers+help+financial+firms+navigate+Iran+conflict+risks/26148575.html Thu, 12 Mar 2026 06:02:30 -0400 IGV http://www.streetinsider.com/General+News/Wall+St+whisperers+help+financial+firms+navigate+Iran+conflict+risks/26148575.html <p>By Douglas Gillison, Gertrude Chavez-Dreyfuss and Michelle Price</p> <p>WASHINGTON/NEW YORK, March 12 (Reuters) - The day ‌before U.S.-Israeli air strikes killed Iran's ​Supreme Leader on Saturday ​February 28, many Wall Street firms were expecting military action thanks to a growing industry of ex-military and national security advisors who were warning the signs were clear.</p> <p>Around 6 p.m. ET that Friday http://www.streetinsider.com/General+News/Wall+St+whisperers+help+financial+firms+navigate+Iran+conflict+risks/26148575.html Thu, 12 Mar 2026 06:02:30 -0400 IGV http://www.streetinsider.com/Options/Ishares+S%26P+Software+Index+Fund+%28IGV%29+call+put+ratio+1+call+to+1.1+puts+as+share+price+down+2.1%25/26137571.html <p>Ishares S&P Software Index Fund (NYSE: IGV) 30-day call option implied volatility is at 39; compared to its 52-week range of 20 to 59. Call put ratio 1 call to 1.1 puts as share price down 2.1%.</p> http://www.streetinsider.com/Options/Ishares+S%26P+Software+Index+Fund+%28IGV%29+call+put+ratio+1+call+to+1.1+puts+as+share+price+down+2.1%25/26137571.html Tue, 10 Mar 2026 11:00:18 -0400 IGV http://www.streetinsider.com/Investing/Deutsche+Bank+upgrades+software+stocks+amid+AI+disruption+fade/26137247.html <p>Investing.com -- Deutsche Bank has upgraded its stance on software stocks, citing fading fears over AI disruption and strong earnings momentum. </p><p>Analysts Maximilian Uleer, Carolin Raab and Francesca Mazzali said European and U.S. software equities had underperformed over the past six months.</p><p dir="ltr">“Up until the Iran conflict, ‘AI disruption’ caused the European Software sector to fall by 23% and US Software to fall by 19% over the past 6 months,” the analysts wrote.</p><p dir="ltr">The bank noted that software companies are trading at historically low premiums versus the broader market. </p><p dir="ltr">“Current valuations imply that consensus believes that Software companies will http://www.streetinsider.com/Investing/Deutsche+Bank+upgrades+software+stocks+amid+AI+disruption+fade/26137247.html Tue, 10 Mar 2026 10:06:19 -0400 IGV http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/General+News/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html <p>Investing.com -- U.S. equities may be showing resilience in the face of macro shocks, but parts of the market are beginning to look increasingly vulnerable, according to BTIG strategist Jonathan Krinsky.</p><p>Krinsky notes that the S&P 500 has held up better than expected despite a sharp surge in oil prices and a weak labor market reading.</p><p>“If you told us a week ago that WTI crude was going to go from $67/bbl to $92/bbl and nonfarm payrolls would print -92k vs. 55k consensus, we would have said SPX would be firmly below 6,700. Yet it held up fairly well after two downside http://www.streetinsider.com/Investing/This+part+of+the+market+looks+%27very+vulnerable%27+to+a+deeper+pullback%3A+strategist/26128627.html Mon, 09 Mar 2026 06:54:29 -0400 IGV MU SNDK STX WDC http://www.streetinsider.com/General+News/AI+sell-off+is+%27unfairly+penalizing%27+Industrial+Software%2C+analyst+says/26122162.html <p>Investing.com -- Industrial software stocks have recently been caught in the broader market sell-off driven by fears over AI disruption, but analysts argue the reaction has been excessive and misunderstands where value is created in enterprise software.</p><p>Barclays analyst Guy Hardwick argues the market’s narrative that AI will destroy the economics of software-as-a-service (SaaS) businesses overlooks the importance of services, domain expertise and operational reliability that customers actually pay for.</p><p>He said the “SaaS AI bear case is overdone,” adding that AI should represent “an incremental opportunity for our Industrial Software names rather than a threat.” The AI sell-off “is unfairly penalizing http://www.streetinsider.com/General+News/AI+sell-off+is+%27unfairly+penalizing%27+Industrial+Software%2C+analyst+says/26122162.html Fri, 06 Mar 2026 07:28:27 -0400 IGV MANH http://www.streetinsider.com/General+News/AI+sell-off+is+%27unfairly+penalizing%27+Industrial+Software%2C+analyst+says/26122162.html <p>Investing.com -- Industrial software stocks have recently been caught in the broader market sell-off driven by fears over AI disruption, but analysts argue the reaction has been excessive and misunderstands where value is created in enterprise software.</p><p>Barclays analyst Guy Hardwick argues the market’s narrative that AI will destroy the economics of software-as-a-service (SaaS) businesses overlooks the importance of services, domain expertise and operational reliability that customers actually pay for.</p><p>He said the “SaaS AI bear case is overdone,” adding that AI should represent “an incremental opportunity for our Industrial Software names rather than a threat.” The AI sell-off “is unfairly penalizing http://www.streetinsider.com/General+News/AI+sell-off+is+%27unfairly+penalizing%27+Industrial+Software%2C+analyst+says/26122162.html Fri, 06 Mar 2026 07:28:27 -0400 IGV MANH http://www.streetinsider.com/Investing/AI+sell-off+is+%27unfairly+penalizing%27+Industrial+Software%2C+analyst+says/26122162.html <p>Investing.com -- Industrial software stocks have recently been caught in the broader market sell-off driven by fears over AI disruption, but analysts argue the reaction has been excessive and misunderstands where value is created in enterprise software.</p><p>Barclays analyst Guy Hardwick argues the market’s narrative that AI will destroy the economics of software-as-a-service (SaaS) businesses overlooks the importance of services, domain expertise and operational reliability that customers actually pay for.</p><p>He said the “SaaS AI bear case is overdone,” adding that AI should represent “an incremental opportunity for our Industrial Software names rather than a threat.” The AI sell-off “is unfairly penalizing http://www.streetinsider.com/Investing/AI+sell-off+is+%27unfairly+penalizing%27+Industrial+Software%2C+analyst+says/26122162.html Fri, 06 Mar 2026 07:28:27 -0400 IGV MANH http://www.streetinsider.com/Investing/AI+sell-off+is+%27unfairly+penalizing%27+Industrial+Software%2C+analyst+says/26122162.html <p>Investing.com -- Industrial software stocks have recently been caught in the broader market sell-off driven by fears over AI disruption, but analysts argue the reaction has been excessive and misunderstands where value is created in enterprise software.</p><p>Barclays analyst Guy Hardwick argues the market’s narrative that AI will destroy the economics of software-as-a-service (SaaS) businesses overlooks the importance of services, domain expertise and operational reliability that customers actually pay for.</p><p>He said the “SaaS AI bear case is overdone,” adding that AI should represent “an incremental opportunity for our Industrial Software names rather than a threat.” The AI sell-off “is unfairly penalizing http://www.streetinsider.com/Investing/AI+sell-off+is+%27unfairly+penalizing%27+Industrial+Software%2C+analyst+says/26122162.html Fri, 06 Mar 2026 07:28:27 -0400 IGV MANH http://www.streetinsider.com/Options/Ishares+S%26p+Software+Index+Fund+%28IGV%29+call+put+ratio+1.3+calls+to+1+put+amid+wide+price+movement/26114197.html <p>Ishares S&P Software Index Fund (NYSE: IGV) 30-day option implied volatility is at 36; compared to its 52-week range of 20 to 59. Call put ratio 1.3 calls to 1 put amid wide price movement.</p> http://www.streetinsider.com/Options/Ishares+S%26p+Software+Index+Fund+%28IGV%29+call+put+ratio+1.3+calls+to+1+put+amid+wide+price+movement/26114197.html Thu, 05 Mar 2026 05:19:06 -0400 IGV http://www.streetinsider.com/Options/Increasing+unusual+call+option+volume%3A+BUG+WTI+MLCO+STNG+MTZ+LASR+EGY+IBN+NAT+PBRA+GLNG+IGV/26088964.html <p>Increasing unusual call option volume: BUG WTI MLCO STNG MTZ LASR EGY IBN NAT PBRA GLNG IGV</p> http://www.streetinsider.com/Options/Increasing+unusual+call+option+volume%3A+BUG+WTI+MLCO+STNG+MTZ+LASR+EGY+IBN+NAT+PBRA+GLNG+IGV/26088964.html Mon, 02 Mar 2026 10:33:37 -0400 IGV http://www.streetinsider.com/Options/Increasing+unusual+call+option+volume%3A+B+IGV+UNP+DOW+DHT+KPTI+NEE+PRCT+BUG+QURE+ETN+REAL/26074151.html <p>Increasing unusual call option volume: B IGV UNP DOW DHT KPTI NEE PRCT BUG QURE ETN REAL</p> http://www.streetinsider.com/Options/Increasing+unusual+call+option+volume%3A+B+IGV+UNP+DOW+DHT+KPTI+NEE+PRCT+BUG+QURE+ETN+REAL/26074151.html Fri, 27 Feb 2026 05:03:30 -0400 IGV http://www.streetinsider.com/Options/Increasing+unusual+option+volume%3A+IMAX+KPTI+TGEN+ETN+ARRY+IGV+FSK+SDGR+/26066812.html <p>Increasing unusual option volume: IMAX KPTI TGEN ETN ARRY IGV FSK SDGR</p> http://www.streetinsider.com/Options/Increasing+unusual+option+volume%3A+IMAX+KPTI+TGEN+ETN+ARRY+IGV+FSK+SDGR+/26066812.html Thu, 26 Feb 2026 10:58:51 -0400 IGV http://www.streetinsider.com/Reuters/US+software+stocks+to+keep+rebounding%2C+says+Goldman+Sachs+prime+brokerage+note/26063934.html <p>By Nell Mackenzie</p> <p>LONDON, ‌Feb 26 (Reuters) - ​Goldman ​Sachs prime brokerage said in a note that the recent bounce ‌in software and IT services stocks ⁠may continue, even though this week, hedge funds ‌were as short as ‌they have ever been on the sector. </p> <p>A short position expects an asset price ​to fall. </p> http://www.streetinsider.com/Reuters/US+software+stocks+to+keep+rebounding%2C+says+Goldman+Sachs+prime+brokerage+note/26063934.html Thu, 26 Feb 2026 06:44:22 -0400 IGV