#ArtificialIntelligence #SoftwareIndustry #InvestmentTrends
nypost.com
Top-performing fund warns software firms face 'existential threat...
A top-performing asset manager is warning that few software firms will survive the rapid growth of artificial intelligence - which could potentially automate most of their services.
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#SoftwareStocks #AIImpact #InvestingInsights
www.bloomberg.com
Fund Beating 99% of Peers Sees Few Software Firms Surviving AI
Selling software stocks before the crowd paid off for Nick Evans, a Polar Capital fund manager. His warning to potential bargain hunters: most shares are still toxic and few firms will survive.
#ArtificialIntelligence #SoftwareDevelopment #JobTransformation
www.businessinsider.com
AI agents are transforming what it's like to be a coder: 'It's been unlike any other time.'
AI's rapid gains are stirring fears about job losses, yet challenges persist around scaling agents.
When Jesal Gadhia cofounded a software company a year ago, he expected that the AI agents it was creating would save its customers a lot of work.
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#SoftwareStocks #InvestmentOpportunities #ArtificialIntelligence
www.fool.com
Software Bear Market: 5 Best-of-Breed Software Stocks With 42% to 209% Upside to Buy Right Now, According to 1 Wall Street Analyst | The Motley Fool
Software stocks have been hammered as fears of AI proliferation take hold. This provides a compelling opportunity for savvy investors.
#SoftwareStocks #AI #InvestmentOpportunities
www.cnbc.com
JPMorgan says the historic software selloff has gone far enough. 10 stocks to buy on sale
JPMorgan believes that software stocks, which have slumped in 2026 because of investor fears that artificial intelligence will undermine their business, have now fallen too far, creating an opportunity to buy higher-quality names at attractive valuations.
#AI #SoftwareIndustry #InvestmentTrends
us.cnn.com
Anthropic's new AI tool sends shudders through software stocks | CNN Business
Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.
Claude Cowork is meant to be like an AI colleague, with the ability to read files, organize folders and draft documents on your behalf.
#ArtificialIntelligence #SoftwareIndustry #MarketVolatility
ca.finance.yahoo.com
US software stocks hit by Anthropic wake-up call on AI disruption
Feb 4 (Reuters) - U. S. software stocks extended their slide on Wednesday, driven by fears of disruption caused by artificial intelligence, with some analysts warning of more volatility as investors assess whether the challenge is existential for the sector.
#AI #SoftwareIndustry #InvestmentTrends
edition.cnn.com
Anthropic's new AI tool sends shudders through software stocks
Anthropic just launched a new AI tool that could replace dozens of software tools. And Wall Street is panicked.
Claude Cowork is meant to be like an AI colleague, with the ability to read files, organize folders and draft documents on your behalf.
#ArtificialIntelligence #SoftwareStocks #MarketTrends
uk.finance.yahoo.com
Global software stocks hit by Anthropic wake-up call on AI disruption
MILAN, Feb 4 (Reuters) - A deep selloff in global software stocks entered a second day on Wednesday, reflecting growing concerns about how advances in artificial intelligence might impact these companies' livelihoods.
#SoftwareStocks #AI #MarketTrends
ca.finance.yahoo.com
'Get Me Out': Traders Dump Software Stocks as AI Fears Erupt
(Bloomberg) -- Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders dumping shares of companies across the industry as fears about the destruction to be wrought by artificial intelligence pile up.
#AICoding #SoftwareEngineering #VibeCoding
www.businessinsider.com
Ex-Tesla AI head has seen a 'phase shift in software engineering' using Claude Code -- and his manual skills slowly 'atrophy'
Engineers from xAI and Anthropic chimed in with their own takes on agentic coding.
He coined "vibe coding. " Now, he sees a "phase shift" in software engineering.
#SoftwareStocks #ArtificialIntelligence #SaaS
www.cnbc.com
Software stocks face 'Innovator's Dilemma' as they plunge on AI fears
Software stocks are falling out of favor after years of market leadership, as investors fear the group may be one of the first major victims of artificial intelligence advancements.
