Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

Arthur Mensch, CEO of Mistral AI, said more than 50% of current software in an enterprise could be replaced by AI. Software stocks have sold off on fears AI could eat into so-called software as a ...

Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will survive. “We ...

Michael J. Davern has received funding from CPA Australia and Chartered Institute of Management Accountants (CIMA) for research on the impacts of AI. Ida Someh receives research funding from the ...

Colin is an Associate Editor focused on tech and financial news. He has more than three years of experience editing, proofreading, and fact-checking content on current financial events and politics.

The mortgage market is showing signs of recovery. After years of navigating elevated interest rates that began climbing in late 2021, lenders are seeing a path forward. The Mortgage Bankers ...

The private credit “cockroaches” may have finally arrived, and they’re scurrying from the software sector. They may also have created opportunities in shares of business development companies that own ...

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 ...

For more than 15 years, business software steadily came to dominate every industry sector of the economy. The advancement of enterprise software was relentless. This week, investors became very ...

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 ...

A selloff in software debt has pushed billions of dollars of loans into distressed territory, rapidly repricing a market amid the threat of AI disruption. More than $17.7 billion of US tech company ...

IT stocks globally have been under pressure for months, due to fears of AI affecting future business growth. The latest crash in prices comes on the back of Anthropic rolling out new legal tools for ...