Claude, Anthropic's AI chatbot, has sparked major selling of US tech stocks as its capabilities induce fear among investors ...
Some analysts believe the sell-off is overdone in companies across cybersecurity and traditional software, opening up buying ...
The market has been punishing many software stocks recently due to fears that artificial intelligence will disrupt the ...
Major averages fell Monday on renewed AI disruption concerns. President Donald Trump's threat to hike global tariffs to 15% ...
Dan Ives says Wall Street is underestimating software's role in the AI boom, calling the skepticism "disconnected." ...
Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential ...
The software sector is in turmoil. Is the worst to come, or is this a generational buying opportunity?
The Dow Jones gained 370 points, recovering nearly 50% of what it lost on Monday, while the S&P 500 and Nasdaq gained 0.7% and 1.1% each.
AI-disruption fears are overblown, as the software growth already slowed from mid-2021 to end-2022 after a pandemic pull-forward tailwind. Click to read more.
Wedbush Securities said the Anthropic event suggested that fears of AI replacing traditional software platforms are "overblown".
Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.