All articles tagged with #software
Nvidia is ending the Windows Control Panel by migrating its features to the Nvidia app with driver release 610.47; the old Control Panel won’t install by default, though it remains available for RTX Pro/Quadro workstation drivers and can be downloaded from the Microsoft Store for now. The Nvidia app adds modern features like DLSS overrides and driver updates, offering faster, more integrated functionality.
U.S. stocks eased off record levels as a soft software outlook—driven by ServiceNow’s weaker margins and guidance—weighed on tech, while geopolitical jitters from Iran added risk concerns. The S&P 500, Nasdaq 100, and Russell 2000 closed lower, though Intel beat on Q1 results and provided solid guidance that lifted fellow chipmakers. Notable movers included Applied Digital rallying on a $7.5 billion hyperscaler lease, Oklo surging after a Nvidia collaboration, and Super Micro dropping on a Bloomberg note about Oracle canceling a large contract. Energy moves persisted as gas prices ticked around $4.03 per gallon and oil hovered near $100 per barrel, underscoring ongoing volatility amid earnings news and geopolitical headlines.
Software stocks sank after ServiceNow and IBM results renewed fears that AI could disrupt the cloud-subscription model, with Salesforce, Workday and Oracle also lower; ServiceNow cited U.S.-Iran conflict as a headwind, IBM beat on earnings but offered softer guidance, and the sector remains under pressure this year as investors await results from Alphabet, Amazon, Meta and Microsoft.
Investors dumped U.S. software stocks after IBM and ServiceNow reported results that triggered AI-related worries about demand and margins, with IBM down about 11% and ServiceNow plunging around 14–15%, dragging the broader software sector lower amid renewed AI-saturation concerns.
Reddit users on r/software highlight ten open-source apps that run well on Windows 11—Firefox, Bitwarden, VLC, OBS Studio, LibreOffice, 7-Zip, LocalSend, GIMP, Blender, and PowerToys—emphasizing privacy, offline access, and avoidance of vendor lock-in. The list is not ranked, and the piece also notes other OSS favorites that didn’t make the cut, underscoring a trend toward more control over Windows 11 software.
Futures point to a higher open as investors weigh optimism for a U.S.–Iran peace deal, softer oil pressures, and today’s March PPI; JPMorgan Chase and Citigroup beat quarterly estimates, though JPMorgan trimmed its 2026 net interest income outlook; Oracle expanded a Bloom Energy deal, lifting software names; Swalwell’s resignation and Gonzales’s retirement add political noise ahead of the midterms; Delta unveils an updated Delta One premium suite for long-haul flights as airlines push higher-value cabins.
SaaS stocks attempted a modest rebound after a brutal selloff fueled by AI concerns, with Oracle rallying nearly 9% and Salesforce, ServiceNow, Cloudflare, Snowflake and Zscaler rebounding alongside broader buying interest; Dan Ives argued the decline was overdone, while Jim Cramer celebrated a “software empire strikes back” as investors rotate back into marquee software names.
Software stocks are under renewed pressure as the IGV ETF tests a key technical support level; a BTIG strategist warns that repeated tests increase the odds of a breakdown, with high‑profile names like Okta, Snowflake, Zscaler, Palantir and ServiceNow down sharply, suggesting the sector could fall further even as broader tech dynamics remain mixed (semiconductors showing strength while software underperforms).
The software market is separating winners from losers amid AI disruption. Microsoft and Oracle appear resilient, with Microsoft’s intelligent cloud and Oracle’s compute power sales to OpenAI supporting growth, while peers like Adobe faced declines after mixed earnings and AI-driven competition, underscoring a shifting landscape for software stocks.
Microsoft’s Windows 11 March 2026 update KB5079473 adds features such as Sysmon, enhanced Windows Backup, Quick Machine Recovery, and a built-in speed test, alongside WebP desktop background support and RSAT on ARM; it also delivers faster Windows Update, more reliable File Explorer search, and other bug fixes, with the update rolling out via Windows Update or the Microsoft Update Catalog.
Ford is issuing a global recall affecting about 4 million vehicles due to a software glitch that could impact vehicle systems, prompting owners to bring their cars to dealerships for a fix to ensure safety and proper operation.
Software stocks have fallen this year on AI-disruption fears, leaving Figma down about 74% and Axon Enterprise down around 40% from their peaks. Fool analysts highlight Figma’s solid Q4 growth (about 40% revenue increase) and AI Momentum, and Axon’s 39% revenue growth with AI tools like Draft One and ALPR, plus a long-term revenue path. The result is a potential dip-buy opportunity for patient investors.
Nassim Taleb argues that AI-driven disruption will lead to bankruptcies among software firms and erase gains accrued by the market leaders of the last several years, as a broader set of winners emerges. He also warns that tail risks are underpriced and that tech-related pain could spread to other sectors as investors reassess the risk landscape.
Software stocks extended their decline as AI concerns rattled investors, with AppLovin, CrowdStrike, Datadog and Expedia among the S&P 500's worst performers, each off at least 7%, and a software and services index fund dropping more than 5%.
Major software names such as Microsoft, Oracle and Salesforce have fallen from recent highs as investors debate whether AI will render software obsolete or be overhyped, with non-coder AI tools fueling concerns about demand. The selloff has pushed the S&P Software & Services index down around 20% in 2026 while the Nasdaq has slipped; analysts warn the trend could persist, but many also view the pullback as a potential buying opportunity given lower valuations and resilient demand for AI-enabled products.