Software stocks have experienced their worst relative selloff on record, with the iShares Expanded Tech-Software Sector ETF (IGV) declining 22% over four weeks. Goldman Sachs argues that investor fear around AI disruption has been overdone, creating buying opportunities in four deeply discounted software stocks: MongoDB, Rubrik, Procore, and Nutanix. The bank maintains that platforms owning critical data, orchestration layers, or infrastructure are less likely to be disrupted and more likely to benefit as AI scales.

AppFolio reported strong Q3 2025 financial results with 21% year-over-year revenue growth to $249 million, driven by AI-powered solutions and expanded customer base. The company highlighted strategic innovations in real estate performance management, including Realm-X Performers AI modules and enhanced resident onboarding experiences.

The ENR FutureTech 2025 conference in San Francisco brought together construction industry leaders to discuss the digital transformation of the built environment, with a focus on AI, digital twins, and supply chain innovations.

ENR FutureTech 2025, the leading construction technology conference, is set to return to San Francisco, bringing together executives, strategists, and innovation leaders to discuss the latest innovations shaping the future of the industry.

Procore Technologies, a leading provider of cloud-based construction management software, reported strong revenue growth in Q4 2024, surpassing analyst estimates. However, the company faced challenges with profitability, with non-GAAP EPS falling short of expectations. The company is focusing on revenue model enhancement, international expansion, and technology innovation to drive future growth and improve profitability.

EarthCam, the leader in live camera technology, has announced new visual data capabilities for Procore, a leading construction industry platform. The integration enables clients to link Procore schedule data directly into EarthCam content, creating dynamic visual reports that merge site imagery with project tasks and milestones.

Dock workers on the East Coast and Gulf of Mexico have stopped work, disrupting over half of U.S. imports and potentially costing $4 billion per day. This strike is an early battle between well-paid workers and advanced automation, which could become a wider trend. Meanwhile, investor sentiment around AI appears to be cooling, with Microsoft facing 'AI fatigue' and SoftBank investing $500 million in OpenAI at a high valuation. The article also covers the basics of estate planning, including wills, beneficiary designations, and trusts.

The article discusses three stocks that the author believes are better buys than Nvidia: Taiwan Semiconductor Manufacturing (TSM), Meta Platforms (META), and Procore Technologies (PCOR). The author cites growth potential, valuation, and industry positioning as reasons for their positive sentiment on these stocks.

The article discusses three stocks under $100 per share that the author believes are great buys: PayPal, UiPath, and Procore. PayPal is in the midst of a turnaround, UiPath is in the early stages of a turnaround, and Procore has a massive growth runway in the construction management software market.

Procore Technologies (PCOR) has seen a 30.04% increase in its short percent of float since the last report. The company has 10.42 million shares sold short, which is 14.33% of all regular shares available for trading. This higher short interest could signal increased bearish sentiment among investors.

The construction management software market is booming, driven by the increased use of cloud-based solutions and growing demand for efficiency. Integration with building information modeling (BIM) is enhancing visualization and coordination, leading to fewer errors and improved project outcomes.

Procore Technologies CEO Craig F. Courtemanche Jr. sold 66,500 shares of the company's stock for $4.46 million, as part of a pre-arranged trading plan. The sales come amid mixed analyst views on Procore's prospects.