Wall Street sees a floor under software stocks in potential Workday deal
The potential purchase of payroll platform Workday by private equity firm Silver Lake puts a solid floor under…
AI is crushing startup valuations for pre-ChatGPT firms
Matthias Balk | Picture Alliance | Getty Images Five years ago, venture capitalists were pouring money into American…
Software stocks plunge on ServiceNow, IBM results, AI fears escalate
Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025. David Paul Morris…
AI threat plagues software stocks after latest updates from Anthropic
Software’s artificial intelligence troubles don’t appear as though they will let up anytime soon, following the sector’s slide…
Apollo’s Sambur says software’s AI troubles will persist
Apollo Global Management‘s David Sambur told CNBC on Thursday that the selloff in software stocks from fears of…
The private equity crunch is not a prelude to the next crisis
We are fixated on two problems: the price of oil and the frailty of our banking system. We…
The important valuation metric fueling the AI software sell-off
Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic…
Elliott builds a position in Workday after software company unveils a multiyear plan to boost value
A sign is posted in front of Workday headquarters on Feb. 6, 2025 in Pleasanton, California. Justin Sullivan…
Jim Cramer’s top 10 things to watch in the stock market Wednesday
My top 10 things to watch Wednesday, Sept. 17 1. It’s Fed day. The central bank is widely…