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 ...

LONDON, Feb 5 (Reuters Breakingviews) - Public market investors are freaking out about artificial intelligence. Yet the pain may be even more dramatic in the worlds of private equity and credit.

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 ...

The relentless selling of software companies in 2026 extended into a rout on Wednesday morning when local technology stocks plunged 8 per cent on worries they will be disrupted by artificial ...

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 ...

Software companies’ pitch to investors could use an upgrade. Once a favorite of Wall Street, software stocks have been sliding lately, with investors increasingly concerned about how the sector could ...

It took careful work to recover the UNIX V4 operating system from the 9-track magnetic tape. The software is foundational for most devices used today, including iPhones. Storage room 3495 at his ...

The autonomous vehicle industry is heating up thanks to advances in AI. But can those same innovations help startups like HyprLabs build safe tech? But using a small, agile, and cheap team to get from ...

It’s being called “China speed,” defined by the accelerated rate at which software-defined vehicles can be designed, manufactured, and updated with new features. And nowhere is this hitting harder and ...

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.

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