W
#OpenSource #SoftwareIndustry #ArtificialIntelligence
www.wsj.com
Opinion | The Software Industry Will Survive AI
Open-source code, from Linux to Netscape, was supposed to cause its collapse in the 1990s.
Software stocks have fallen into a bear market due to investors' fears that artificial intelligence will upend the industry.
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#Software #Investing #ArtificialIntelligence
www.wsj.com
The $1.6 Trillion Meltdown That Swept Through Software Stocks
Created with Highcharts 9. 1Software vs. S&P 500Source: FactSet*State Street SPDR S&P Software & Services ETF
One of the 21st century's hottest sectors has become a market albatross.
#EnterpriseAI #Plugins #SoftwareDevelopment
ca.finance.yahoo.com
Anthropic launches new enterprise offerings, raising the heat on software companies
Anthropic (ANTH. PVT) on Tuesday unveiled a host of new enterprise capabilities for its Claude AI, less than a month after the company launched plugins for the platform, sending software stocks into a tailspin.
#ArtificialIntelligence #SoftwareDevelopment #CodeGeneration
www.nytimes.com
A.I. Isn't Coming for Every White-Collar Job. At Least Not Yet.
Cade Metz has covered artificial intelligence for more than 15 years
In January, Perry Metzger, a computer programmer living outside Boston, tested the limits of an artificial intelligence technology called Codex.
#ArtificialIntelligence #SoftwareIndustry #MarketTrends
markets.businessinsider.com
Software Stocks Are Plummeting... Are Their Forward Estimates Next?
Artificial intelligence is shaking up the software industry. Indeed, lightning-fast advances from companies like OpenAI, Google (GOOGL), and Anthropic are leading to serious worries about how traditional software businesses will compete.
#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.
F
#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.
#DemokratizaceAI #SoftwareDevelopment #Technologick谩Transformace
blisty.cz
Demokratizace v媒voje softwaru - chvilka AI utopie p艡ed apokalypsou | 6. 2. 2026 | Ivo Barte膷ek | Britsk茅 listy
Demokratizace v媒voje softwaru: Jak agentn铆 um臎l谩 inteligence naru拧uje tradi膷n铆 SaaS modely
V posledn铆ch t媒dnech do拧lo na technologick媒ch trz铆ch k v媒razn茅mu poklesu hodnoty akci铆 softwarov媒ch spole膷nost铆, zejm茅na t臎ch, jejich啪 obchodn铆 model je zalo啪en na p艡edplatn茅m podnikov媒ch aplikac铆.