AI Is Reshaping Software Stocks: Why This Brutal Sell-Off Could Be a Long-Term Opportunity
Recent selling has crushed software and services valuations, but AI is reshaping the story. See how real-world use cases, operational…
Agriculture Department plans to use Grok, despite growing concerns over the chatbot (exclusive)
Amid serious concerns about the safety and appropriateness of using xAI's Grok chatbot within the US government, the US Department…
Microsoft Exec Suggests AI Agents Will Need to Buy Software Licenses
Ashley Stewart's scoops are always worth reading. This week, she published a sharp piece on the AI threat to software,…
Roblox plans new age-based accounts for child safety
Roblox is updating its child protection features again, rolling out restricted Kids accounts for users ages 5 through 8 and…
Software stocks are plunging. Why that’s a warning sign for the entire market: Chart of the Day
Software stocks are getting left behind again while semiconductors are on fire.The iShares Semiconductor ETF (SOXX) is up nearly 25%…
Anthropic’s Just Triggered Another SaaS Sell-Off: Are Software Stocks Uninvestable?
Kevin Frayer / Getty ImagesQuick ReadAkamai Technologies (AKAM) fell 16.6%, Cloudflare (NET) dropped 13.5%, and DigitalOcean Holdings (DOCN) slid 13.4%…
‘Too powerful for the public’: Inside Anthropic’s bid to win the AI publicity war
This week, the AI company Anthropic said it had created an AI model so powerful that, out of a sense…
Why I’d Bottom-Fish in CrowdStrike While the Street is Still Nervous About Software
© Thiago Bacelar / Shutterstock.com The software-as-a-service (SaaS) sell-off or SaaS-pocalypse, as it’s commonly referred to, has been…
Software stocks are getting pulverized — but bitcoin’s rebound hints that a bottom might be in
Okta was one of the software stocks that fell sharply on Friday. - Okta Inc. Bitcoin’s relative strength on Friday…
Is Mythos a blessing or a curse for cybersecurity? It depends on whom you ask
The real question about Anthropic's new Claude Mythos Preview AI model is whether it (and future models like it) will…
