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Two things to know about the selloff in software stocks. First, the easy wordplay is already taken. “SaaSpocalypse” is everywhere, suggesting a biblical reckoning for software-as-a-service companies.

CNBC put the AI threat to software companies to the test by vibe-coding a version of the tools from Monday.com. Silicon Valley insiders say the most exposed software names are the ones that "sit on ...

Nearly a week after software stocks plunged in response to earnings reports from industry heavyweights like Microsoft (NASDAQ: MSFT), ServiceNow, and SAP that were less than perfect, the sector ...

Broadcom Inc. is upgraded to Strong Buy, as market fears over AI-driven SaaS disruption are overstated for its Infrastructure Software segment. Broadcom’s AI Trifecta - networking, XPU compute engines ...

Amodei highlighted the expanding agentic capabilities around Claude, fueled by open-source plug-ins that now support critical business areas. Dario Amodei, the CEO of Anthropic, has forecasted that ...

How Chinese is your car? Automakers are racing to work it out. Modern cars are packed with internet-connected widgets, many of them containing Chinese technology. Now, the car industry is scrambling ...

Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week. Now Anthropic is taking another leap forward, improving its model. Anthropic’s new Claude Opus 4.6 model, announced ...

The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week, as AI concerns punish the sector. New legal and marketing features from Anthropic's Claude ...

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, ...

Sign of the times: An AI agent autonomously wrote and published a personalized attack article against an open-source software maintainer after he rejected its code contribution. It might be the first ...