Software stocks continue to tumble on AI-driven fears. Investors seem to think Microsoft is overspending on capital expenditures. The stock is trading at a modest discount to the S&P 500. The iShares ...
Nearly a week after software stocks plunged in response to earnings reports from industry heavyweights like Microsoft (NASDAQ: MSFT), ServiceNow, and SAP that were less than perfect, the sector ...
Fears of AI disruption have sent Wix and Adobe shares down even as their businesses are doing just fine. Wix's website development platform keeps growing, and the stock is trading at a low price.
Michael J. Davern has received funding from CPA Australia and Chartered Institute of Management Accountants (CIMA) for research on the impacts of AI. Ida Someh receives research funding from the ...
How Chinese is your car? Automakers are racing to work it out. Modern cars are packed with internet-connected widgets, many of them containing Chinese technology. Now, the car industry is scrambling ...
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 WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week, as AI concerns punish the sector. New legal and marketing features from Anthropic's Claude ...
Has AI coding reached a tipping point? That seems to be the case for Spotify at least, which shared this week during its fourth-quarter earnings call that the best developers at the company “have not ...
Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week. Now Anthropic is taking another leap forward, improving its model. Anthropic’s new Claude Opus 4.6 model, announced ...
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