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India's homegrown AI startup Sarvam has quietly released its AI chat app Indus on app stores. The app is expected to work ...
Software stocks continue to tumble on AI-driven fears. Investors seem to think Microsoft is overspending on capital expenditures. The stock is trading at a modest discount to the S&P 500. The iShares ...
Two things to know about the selloff in software stocks. First, the easy wordplay is already taken. “SaaSpocalypse” is everywhere, suggesting a biblical reckoning for software-as-a-service companies.
CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on ...
Nearly a week after software stocks plunged in response to earnings reports from industry heavyweights like Microsoft (NASDAQ: MSFT), ServiceNow, and SAP that were less than perfect, the sector ...
Broadcom Inc. is upgraded to Strong Buy, as market fears over AI-driven SaaS disruption are overstated for its Infrastructure Software segment. Broadcom’s AI Trifecta - networking, XPU compute engines ...
Indian vibe-coding platform Emergent was launched just eight months ago, and it now says it's generating annual recurring revenue of more than $100 million, thanks to surging demand by small ...
How Chinese is your car? Automakers are racing to work it out. Modern cars are packed with internet-connected widgets, many of them containing Chinese technology. Now, the car industry is scrambling ...
Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week. Now Anthropic is taking another leap forward, improving its model. Anthropic’s new Claude Opus 4.6 model, announced ...
Big Tech CEOs this week brushed aside worries that AI will evaporate the competitive moats of established software companies, even as those firms have seen their stocks plunge amid a steep, ...