AI is moving so quickly, companies must change 40% of what they are doing every year
Okta (OKTA) co-founder and CEO Todd McKinnon is serving up the cold, hard truth on adapting to the…
Salesforce’s $25 Billion Debt Sale Draws Weak Demand on AI Worry
Photographer: David Paul Morris/Bloomberg (Bloomberg) — Salesforce Inc. saw lukewarm appetite for its $25 billion bond sale amid…
Investors Are Dumping Software Stocks and Earnings Won’t Stop It
Bloomberg (Bloomberg) — Investors have been ditching software stocks for months on fears of disruption from artificial intelligence,…
JPMorgan Flags ‘AI-Resilient’ Software Names After Selloff
Fears that artificial intelligence (AI) will rapidly disrupt software companies have been overdone, according to JPMorgan. The bank’s…
Fund Beating 99% of Peers Sees Few Software Firms Surviving AI
(Bloomberg) — Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager.…
Dan Ives Says Software Selloff Is Worst He’s Seen In 25 Years As Microsoft, Salesforce Face Brutal AI Reckoning
On Thursday, Wedbush analyst Dan Ives said that Wall Street is punishing software stocks like Salesforce Inc. (NYSE:CRM),…
Traders Chase ‘AI Resistant’ Stocks During Slide in Tech
Bloomberg (Bloomberg) — A new group of stock winners has emerged as technology shares slide: Companies with businesses…
Bitcoin hits lowest level since 2024 and stocks stumble as AI and geopolitical nerves fray
Options trader Matthew Hefter works on the floor of the New York Stock Exchange, Tuesday, Feb. 3, 2026.…
The AI services transformation may be harder than VCs think
Image Credits:Bryce Durbin / TechCrunch Venture capitalists have convinced themselves they’ve found the next big investing edge: using…
Which Is the Better Artificial Intelligence (AI) Software Stock?
Palantir and BigBear.ai both develop artificial intelligence (AI) software platforms that are deployed across various use cases. Given…