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 in unexpected ways, raising questions ...
Software and data services stocks remain under pressure after Anthropic's rollout of a legal automation tool reignited fears of AI-driven disruption — and now one fund manager says that shorting ...
There must be an “uncanny valley” of alien tech that creates that kind of chill-down-the-spine reaction. I’m lifting the idea from from robotics, where a robot that looks almost, but not exactly, ...
The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street. Data delayed at least 15 ...
Speaking with Bloomberg, Ives addressed the ongoing drawdowns in software stocks. "I could tell you in 25 years, this structural sell-off in software is unlike anything I’ve ever seen." He continues ...
The Dow Jones Industrial Average staged an afternoon rally to finish higher on Wednesday as investors rotated into cyclical names, while a selloff in software shares dragged down the tech-heavy Nasdaq ...
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 ...
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Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia (NVDA) CEO Jensen Huang said he thought this week's sell-off of software company ...
Artificial intelligence won’t destroy the software business. But the persistent belief that it will can still do a lot of damage. And that has already been done. Software stocks have been on a ...
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