Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

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As their stocks tank, software makers are rebranding themselves as A.I. innovators. Sparkle emojis are everywhere, but some efforts have been more successful than others. By Sarah Kessler When ChatGPT ...

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Investors are punishing the cloud hyperscalers over rising infrastructure budgets. Some SaaS businesses are trading at valuations that appear unsustainable. AI models from Anthropic and OpenAI are ...

IT stocks globally have been under pressure for months, due to fears of AI affecting future business growth. The latest crash in prices comes on the back of Anthropic rolling out new legal tools for ...

At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...

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Software stocks have lagged AI names by a significant margin for most of 2025. Software stocks are significantly undervalued, according to Morningstar analysts, and many have sound fundamentals ...

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OpenAI on Thursday announced it has acquired Software Applications Incorporated, a small company that developed a Mac product called Sky. All employees from Software Applications will join OpenAI.

Andrej Karpathy discusses the transformative changes in software development driven by large language models (LLMs) and artificial intelligence, comparing the current era to the early days of ...