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Anthropic's new AI tools deepen selloff in data analytics and software stocks, investors say
By Chibuike Oguh, Samuel Indyk and Danilo Masoni NEW YORK/LONDON, Feb 3 (Reuters) - A significant selloff among U.S. and European data analytics, professional services and software companies deepened ...
Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far ...
AI didn’t kill software. It broke the SaaS growth story. $300B vanished as markets repriced legacy models and shifted toward agent-driven, outcome-based economics.
FTSE 100 Live 04 February: GSK milestone as index soars to new record, AI data jitters continue - ...
Databricks claims AI agents have quietly taken over enterprise database creation, pushing its Lakebase product to the center ...
Learn about the best ERP software available right now, including SAP S/4HANA, Oracle NetSuite ERP, and Microsoft Dynamics 365.
Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.
Bank of America believes that investors are unfairly pricing in a growth shock for SAP that is unlikely to occur.
Feb 4 (Reuters) - Nvidia CEO Jensen Huang dismissed fears that artificial intelligence will replace software and related tools, calling the idea "illogical", after a significant selloff in global ...
Software stocks have been sharply oversold on AI disruption fears, creating compelling value opportunities for patient ...
Global software stocks plunged as new AI tools reignited fears of disruption, triggering a worldwide selloff and forcing investors to rethink the sector’s future.
A significant selloff among US and European data analytics, professional services and software companies deepened on Tuesday, ...
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