The unexpected closure of airspace above El Paso, Texas, this week abruptly ended on Wednesday, following a mysterious notice issued by the Federal Aviation Administration (FAA) just six hours earlier ...

IT stocks globally have been under pressure for months, due to fears of AI affecting future business growth. The latest crash in prices comes on the back of Anthropic rolling out new legal tools for ...

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, ...

Artificial intelligence won’t destroy the software business. But the persistent belief that it will can still do a lot of damage. And that has already been done. Software stocks have been on a ...

Editor’s note: This article was updated on February 5th. These are anxious times for software bosses. Not long ago they were sitting pretty thanks to juicy margins and a widespread belief that, as one ...

Software stocks sold off dramatically after months of underperformance. The losses stemmed from fresh fears that AI models could upend the industry. Analysts say that while AI does pose a competitive ...

Wall Street's main preoccupation this week could be summed up like this: Is the software sell-off overdone or does it signify the start of an unraveling AI bubble? Software stocks continued their rout ...

At WSJ Invest Live, Jon Gray shared optimism for the health of the private-credit market and discussed Blackstone’s investment strategy in AI infrastructure. Investors’ fears that new developments in ...

The prospect of disruptions from artificial intelligence has hung over the economy for years. But this week advances in software tools precipitated a sell-off on Wall Street. Data delayed at least 15 ...

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 ...

Software shares plunged on Thursday, even after some of the biggest names in the industry reported positive earnings. Microsoft (MSFT) was at the forefront of the trend, with the stock dropping ...

Speaking with Bloomberg, Ives addressed the ongoing drawdowns in software stocks. "I could tell you in 25 years, this structural sell-off in software is unlike anything I’ve ever seen." He continues ...