Liz Thomas, SoFi, joins 'Closing Bell' to discuss AI's impact on software stocks, how to think about Nvidia's market importance and much more.

The stock trading industry has undergone a massive digital transformation over the last decade. Today, startups are entering the fintech space with innovative ideas such as commission-free trading, AI ...

Oppenheimer analyst Martin Yang said the fear that models like Google's Project Genie will displace game engines is “fundamentally misplaced” and ignores the distinct architectural role Unity plays in ...

After last week's "broad and largely indiscriminate" software sell-off, some stocks within the industry are trading at a more than 50% discount to their fair value, Morgan Stanley analysts wrote in a ...

Unity Software Inc U shares are trading higher on Tuesday as traders respond to reports that the game‑development platform company may sell its China business. Unity Software stock is charging ahead ...

On January 10, Yahoo Finance reported that concerns about “the death of software” because of AI may be greatly overstated. Analysts from Piper Sandler, Truist Securities, and DA Davidson pointed out ...

Software stocks got hammered in 2025 and early 2026 because of AI disruption fears. However, as legitimate as the concern may be, the corresponding sell-off was driven by emotions. The depth of the ...