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Stocks can rise and fall to levels beyond your imagination. A lower stock price doesn’t always mean a better value. Don’t forget to include the cons when building an investment thesis. The market is ...

Anthropic launched Claude Opus 4.6 just days after its AI tools triggered a massive sell-off in software stocks. The new model brings agent teams, a 1 million token context window, and stronger ...

The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street. Data delayed at least 15 ...

Wall Street's main preoccupation this week could be summed up like this: Is the software sell-off overdone or does it signify the start of an unraveling AI bubble? Software stocks continued their rout ...

Big Tech CEOs this week brushed aside worries that AI will evaporate the competitive moats of established software companies, even as those firms have seen their stocks plunge amid a steep, ...

Artificial intelligence won’t destroy the software business. But the persistent belief that it will can still do a lot of damage. And that has already been done. Software stocks have been on a ...

After dominating Wall Street for more than a decade, the software trade is now suffering one of its worst and rapid drawdowns in years — and the numbers are staggering. The index is now down 16% in ...

Bitcoin is increasingly behaving like a software stock, with its latest correction unfolding alongside the broader software sell-off. The relationship between bitcoin and software equities has ...

Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked. Claude Cowork is meant to be like an AI colleague, with the ability to read files, ...

Editor’s note: This article was updated on February 5th. These are anxious times for software bosses. Not long ago they were sitting pretty thanks to juicy margins and a widespread belief that, as one ...