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New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

Hedge funds are increasing their short bets against software stocks, contributing to the brutal sell-off in the space so far this year, according to sources at two major funds on Wall Street.

A significant selloff among U.S. and European data analytics, professional services and software companies deepened on Tuesday, with some investors pointing to a recently ‌updated artificial ...

NEW YORK/LONDON, Feb 3 (Reuters) - A significant selloff ‌among U.S. and European data analytics, professional services and ‌software companies deepened on Tuesday, with some investors pointing to a ...

Software stocks sold off dramatically after months of underperformance. The losses stemmed from fresh fears that AI models could upend the industry. Analysts say that while AI does pose a competitive ...

Stocks broadly sank on Tuesday as investors moved to dump shares of software companies amid fears that artificial intelligence tools could eat into those companies' businesses. On the S&P 500, the ...

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 ...

Pearson, Experian and others fall sharply after startup unveils software to automate a range of professional services European publishing and legal software companies have suffered sharp declines in ...