Investors fear Claude Cowork’s new agentic features threaten entire categories of SaaS tools. Tech workers have been worried ...
By Saqib Iqbal Ahmed and Lewis Krauskopf NEW YORK, Feb 9 (Reuters) - The software and services industry's recent plunge has ignited fears that the artificial intelligence boom may be reshaping markets ...
Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.
I see it’s the organizations that make trust, documentation and automated policy enforcement part of their development ...
There's still opportunity in software despite the fears about artificial intelligence, according to Morgan Stanley analysts.
The Wedbush analyst thinks there are still winners to be found among software stocks despite the recent sell-off.
The negative sentiment is reaching extreme levels,” wrote Jefferies analysts of last week's software stock sell-off.