Software has fundamentally rewritten the rules of the global economy. Over the last decade, we have moved from buying boxed software at a store to subscribing to “the cloud” for everything from our ...

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Since the start of the year, Anthropic has triggered four separate selloffs. It started with the launch of Cowork plugins on February 3 that fundamentally challenged the predictable “seat-based” ...

Skip the noise. Get the download. Fears that AI will upend the much-loved software-as-a-service business model continue to fuel a selloff in the sector. Anthropic and the U.S. Department of War's ...

NEW YORK, (Reuters) Feb 11 - A broad selloff in software stocks is ⁠starting ⁠to stall deal-making and IPOs in the sector as volatility ⁠makes valuations unreliable and potential buyers cautious, ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

As the software sector got battered for an eighth straight session Thursday, the losses were widespread. Of the 114 stocks in the iShares Expanded Tech-Software ETF IGV, there were 102 decliners, ...

LONDON, Feb 5 (Reuters Breakingviews) - Public market investors are freaking out about artificial intelligence. Yet the pain may be even more dramatic in the worlds of private equity and credit.

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 ...

Tech workers have been worried for years about the AI tidal wave coming for their jobs, but their bosses are starting to worry now, too. Shares in companies involved in research and legal software, ...