The U.S. bans Chinese software in connected cars starting March 17, forcing automakers to purge code fast. Could this stall Chinese brands in America? Automakers must remove Chinese-written code from ...
Bitcoin (BTC-USD) has shifted its correlation away from the broader Nasdaq 100 (QQQM) and toward the software sector (IGV), (XSW) in recent months, according to Jonathan Krinsky, chief market ...
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 ...
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 ...
Software stocks continue to tumble on AI-driven fears. Investors seem to think Microsoft is overspending on capital expenditures. The stock is trading at a modest discount to the S&P 500. The iShares ...
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 ...
Surprisingly strong software growth sent IBM shares surging in early trade on Thursday. IBM’s stock IBM rose 9% to $321 — moving above its 50-day average of $302 — as the company’s adjusted earnings ...
Microsoft is having thousands of its software engineers test Anthropic's Claude Code alongside its own GitHub Copilot. This move signals growing confidence in Anthropic's AI coding tools, even as ...
Wall Street may no longer put up with all your SaaS. Amid the barnstorming debut of Anthropic’s Claude Cowork platform — a layman’s version of its popular and powerful AI coding platform, Code — ...
Engineers in Silicon Valley have been raving about Anthropic’s AI coding tool, Claude Code, for months. But recently, the buzz feels as if it’s reached a fever pitch. Earlier this week, I sat down ...
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