Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.
Micron shares jump over 6% as CFO announces ahead-of-schedule HBM4 production and shipments, easing competition worries amid booming AI memory demand. Analysts boost targets on tight supply outlook.
Unity Software reports Q4 2025 earnings with strong growth but issues lower-than-expected Q1 2026 revenue guidance, causing shares to tumble over 26% in premarket trading.
GlobalFoundries reports solid Q4 earnings, forecasts higher Q1 revenue driven by AI chip demand, and launches $500M buyback—shares jump 6% premarket.
Shopify's Q4 2025 earnings show 31% revenue growth to $3.67B, beating estimates. Shares surge 11% on buyback plan and optimistic Q1 outlook despite tariffs.
Vertiv Holdings shares soared 15% in premarket after beating Q4 expectations and issuing upbeat 2026 guidance, driven by booming data center demand.
