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| Did a blog post just cause software stocks to lose more than $200 billion in market cap? For investors to wade back into the software sector, they 'want and need to see the stocks stop trading down on new AI headlines,' one analyst says.
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| Software Quandary: Are OpenAI and Anthropic Frenemies or Foes? - The Information When does a frenemy become a mortal threat? That question should be top of mind for executives atop enterprise software firms, such as ServiceNow, ...
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| AI Stocks Hit Reset. Will Nvidia, Snowflake, CoreWeave, Salesforce Earnings Decide What's Next? Software stocks have been hammered, even Palantir Technologies (PLTR), amid concern AI model builders OpenAI and Anthropic will emerge as competitors.
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