Salesforce (CRM) rated Strong Buy after a -45% selloff. CRM’s valuation is near a 10-year low on a P/S basis. Read here for ...
A year ago, Wall Street praised the software sector as “the next AI focus.” But that narrative is now turning. On Feb. 3, ...
Grubhub data breach confirmed as sources say ShinyHunters group allegedly demands Bitcoin payment to prevent release of ...
There's still opportunity in software despite the fears about artificial intelligence, according to Morgan Stanley analysts.
In this week's episode of the Equity podcast, Glean CEO Arvind Jain explains the company's shift from enterprise search tool to middleware layer for enterprise AI.
OpenAI launches Frontier, an AI agent platform designed to automate workflows across Salesforce, Workday, and enterprise software. Enterprise SaaS stocks plunged 14%. This "Agentic OS" automates ...
Apollo.io reports that C-suite executives should consider GTM platform consolidation to reduce costs and improve data integration across teams.
Anthropic Claude Cowork: A sudden market shock in February 2026 saw nearly $300 billion in tech value evaporate, primarily in software and IT services, following Anthropic's Claude Cowork launch. This ...
Tech layoffs surge past 30 000 in first weeks of 2026 By Admire Moyo, ITWeb news editorJohannesburg, 13 Feb 2026RationalFX has identified 30 700 job cuts globally in just over a month. (Image source: ...
Explore how Anthropic's Claude Cowork plugins triggered market panic, impacting IT stocks and reshaping industry dynamics.
Global AI advancements spark investor fears of SaaS disruption, impacting tech stocks while industry leaders advocate for an ...
Software stocks, long viewed as some of the market’s most attractive business models, have been hit hard in recent months as investor concerns around artificial intelligence and large language models ...