'Big Short' Legend Steve Eisman Says Buying Software Stocks Is 'Just Like Catching A Falling Knife'

Steve Eisman compares the software selloff to the 2008 financial crisis as Salesforce, ServiceNow, and Adobe trade at historic low valuations.

Here's How Much You Would Have Made Owning ServiceNow Stock In The Last 10 Years

Mizuho Maintains Outperform on ServiceNow, Lowers Price Target to $150

Mizuho analyst Gregg Moskowitz maintains ServiceNow (NYSE:NOW) with a Outperform and lowers the price target from $190 to $150.

Software Stocks Were Called Dead – They Just Had Their Best Day In A Year

The IGV ETF surged 4.9% Monday — its best session since April 2025. Oracle drove 90 basis points of that move single-handedly, accounting for a fifth of the entire sector's gain.

Trump's Hormuz Blockade Sends Oil Past $100, Oracle Jumps 8%: What's Moving Markets Monday?

est Texas Intermediate crude surged past $103 a barrel and Brent topped $101 after President Trump launched a naval blockade of the Strait of Hormuz following failed U.S.-Iran peace talks over the weekend. U.S. equities recovered from a sharp morning selloff by midday, led by software stocks as midday reports of potential Iranian nuclear concessions eased tail risks. Goldman Sachs slid 3.9% on a Q1 revenue miss while Oracle and ServiceNow each surged more than 6%.

SaaS Stocks Try To Recover — 'Software Empire Strikes Back'

SaaS stocks are trying to stage a modest rebound after a rough stretch. Jim Cramer said the "software empire" attempts to strike back.

Big Short Legend Steve Eisman Says Every Private Equity Software Deal Is Underwater 'And Probably By A Lot'

Eisman says every PE software deal is underwater 'and probably by a lot' as AI guts the SaaS model and prediction markets price zero rate relief.

Famed Short Seller Carson Block Says 2008 Crisis Will 'Pale In Comparison' To AI Disruption, But Prediction Markets Disagree

Muddy Waters' Carson Block says AI disruption will dwarf the 2008 financial crisis, as hedge funds rake in $24 billion shorting software stocks.

'Don't Catch A Falling Knife': Veteran Investor Warns On Software Stocks

Investors pivot to "physical AI" like robotics and semiconductors as AI pressures software firms, but analysts remain divided on impact.

Cloudflare, ServiceNow, And Guardant Health Are Among Top 10 Large-Cap Losers Last Week (April 6-April 10): Are the Others in Your Portfolio?

Macro concerns, AI competition, and analyst downgrades drove broad weekly losses across software and cloud stocks, led by Akamai, Okta, and Cloudflare.