Latest Software & Apps News
Software Stocks Crash: Generational Buying Opportunity?
Over the past nine months, software stocks have steeply declined, accelerated by Anthropic's AI tools for legal and data sectors. Goldman Sachs compares it to the newspaper industry's fall, predicting shortened terminal value due to AI swallowing SaaS.
Nvidia's CEO counters that software remains essential, urging diversified portfolios amid volatility.
NowSecure Launches AI-Navigator, Cuts Mobile Security Testing by 90%
NowSecure announced AI-Navigator, automating authentication to test mobile apps for vulnerabilities 90% faster. It unlocks 95% of app exposure behind logins, including APIs and PII, succeeding in 100% of eligible Android apps.
Experts stress its necessity as AI expands mobile apps bypassing traditional security.
Digital Turbine (APPS) Stock Drops 7% After Raising 2026 Revenue Outlook
Digital Turbine reported Q3 2025 sales at US$151.4 million, shifting from net loss to profit, yet shares fell 7%. The decline followed an upward revision in 2026 revenue guidance.
This reflects ongoing volatility in the mobile app monetization sector.
Anthropic Accelerates Software Decline with AI Tools Launch
Anthropic's new AI suite for legal and data management triggered last week's sharp drop in software stocks. Investors fear AI will disrupt traditional SaaS models.
The launch highlights growing AI encroachment on specialized software sectors.
Goldman Sachs Warns of Software's 'Newspaper-Like' Decline
A Goldman Sachs analyst likened recent software stock falls to early 2000s newspapers, citing eroding terminal value from AI. Many believe AI will render SaaS obsolete, downrating valuations.
Institutional investors are exiting pending proof AI aids rather than hinders.
Nvidia CEO: Software Still Vital Despite AI Hype
Nvidia's Jensen Huang called absurd claims that AI eliminates software needs, viewing incumbents as prime AI integration spots. He advises patience as markets overreact before balancing.
High cash flow yields make quality names attractive now.
AI-Navigator Revolutionizes Mobile App Security Testing
NowSecure's tool uses AI for real-device dynamic testing, covering supply chain and regulated data missed by unauthenticated methods. It aligns with OWASP and NIAP standards for Fortune 500 clients.
CTO notes it addresses critical gaps in enterprise mobile defenses.
Digital Turbine Shifts to Profit Amid Revenue Growth
In early February 2026, Digital Turbine posted Q3 2025 sales up to $151.4M with profitability turnaround. Despite positive results, stock dipped 7% post-2026 outlook raise.
Challenges persist in app growth platform competition.
Institutional Exodus from Software Sector Continues
Many institutions sold software holdings until firms demonstrate AI integration benefits. Expect overhang through 2026 as proof emerges.
Patient investors eye high-valuation multiples now discounted.
Mobile Apps Demand Authenticated Testing in AI Era
TAG Infosphere CEO warns mobile's unique risks evade API/cloud security, amplified by AI developer surge. NowSecure's AI-Navigator ensures privacy and compliance.
It targets vulnerabilities in SDKs and transactions.