AI Shakes Software, But There’s Opportunity In The Spillover

AI fears have slammed software valuations fast, but the selloff is starting to throw off clearer signals. Here’s what’s changed, why the market repriced first and where the most compelling ...

Private credit worries resurface in $3 trillion market as AI pressures software firms

Artificial intelligence is adding a new layer of uncertainty to the private credit industry, raising concerns that some ...
The Motley Fool

Could This Be the Most Overlooked Way to Profit From the Artificial Intelligence Software Boom?

This overlooked company is playing a key role in the proliferation of the AI market. Its fast-improving revenue backlog points toward solid acceleration in growth. Investors are getting a good deal on ...
Reuters

Selloff wipes out nearly $1 trillion from software and services stocks as investors debate AI's existential threat

Software stocks fall on AI disruption fears, but selling intensity eases Scramble to shield portfolios as AI muddies valuations, business prospects Selloff has been overdone, analyst says Software and ...
NPR

Tech CEOs say the era of 'code by AI' is here. Some software engineers are skeptical

Tech CEOs are making ambitious claims about AI's coding capabilities. In March, Anthropic CEO Dario Amodei said "we'll be there in three to six months — where AI is writing 90% of the code." Meta's ...