‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
Why Boeing and Honeywell are rallying, plus the AI trade gets a boost
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just…
Software industry executives jump ship to OpenAI
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
This software stock is set to rally as demand for AI developer tools grows, Guggenheim says
Datadog could gain ground due to growing demand for solutions that support developers’ work on artificial intelligence models,…
Amazon says Anthropic remains available outside of defense work
Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon…
These stocks are the most at risk from AI disruption
Jefferies analysts just released a basket of major companies at risk of artificial intelligence disruption, providing some guideposts…
Software stocks face ‘Innovator’s Dilemma’ as they plunge on AI fears
Software stocks are falling out of favor after years of market leadership, as investors fear the group may…