Software

Middle East war jolts oil, dollar gains, Asia tech winners emerge

Geopolitics vs. economics - Middle East conflict drives oil prices and stagflation fears; the safe-haven dollar rises, challenging gold.

Earlier this month, software stocks experienced a week-long sell-off, with some calling it a ‘software-mageddon.’

AI euphoria: reality check hits the software market

Amid tech stock struggles and 'Software-mageddon' fears, we examine if Nvidia's results will soothe anxieties, also Asia’s chip rally and Japan’s spending risks.

In addition, the company will trim about 30% of its annual non-employee costs

C3.ai to cut 26% of workforce following CEO transition

The software firm has posted a series of underwhelming earnings results

Software firms both in the US and elsewhere have already paused or postponed fundraising efforts as lenders and investors expect AI to upend the industry.

Software companies face higher borrowing costs, tougher scrutiny as AI threatens businesses

No software sector deals in pipeline as firms await trading level recovery

 Many private lenders came out in spirited defence of the sector, arguing there are plenty of borrowers that will benefit from AI.

Private software companies release earnings early to calm AI nerves

The software industry has faced a seismic shift as the rapid advance of AI threatens to turn swaths of corporate debt into a burden

As investors, we should always ask: Are we reacting to what has happened, or to what we fear might happen?
A SMART LOOK AT INVESTING

The SaaS apocalyse: When fear does the thinking

THE stock market can’t make up its mind. On the one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure.

Salesforce is scheduled to report its fourth-quarter results on Feb 25.

Salesforce cuts fewer than 1,000 jobs: report

The start of the year has seen massive layoffs across US companies

The rout is hardly limited to US-listed companies.

Trillion-dollar tech wipeout ensnares all stocks in AI’s path

Software companies have spent the last few years developing their own AI tools

Anthropic PBC’s new AI tool spurred a big rout on Tuesday (Feb 3) across a wide swath of stocks in the US and Europe, where AI displacement fears have weighed on the broader markets.

AI fears drag Asia software stocks lower after US tech rout

Concerns over AI disruption spark sell-off in US and European software firms