The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market ...

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.

OpenAI's Frontier wants to manage your AI agents - it could upend enterprise software, too ...

Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.

Microsoft AI CEO says vibe coding is lowering the barrier to building apps, raising questions about how defensible software will be.

Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with ...

Investors have quickly moved to sell shares of companies that looked like they could be on the menu ...

The stock market buckled Tuesday as investors dumped shares of software makers after a new AI automation tool from Anthropic ...

Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week over concerns it could replace specialized software packages, such as for legal or financial analysis. Now Anthropic is ...

Arphie is setting a new standard for RFP AI software with a patent-backed RFP AI agent designed to deliver transparent, ...

Wall Street Sees Artificial Intelligence (AI) as a Decade-Long Opportunity. This Stock Is an Early Winner. The adoption of AI ...

Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the ...