IBM still profits from mainframes running decades-old COBOL systems. Anthropic says AI can migrate that software elsewhere.

Figma has been caught in the software stock sell-off that has sent names like Salesforce, ServiceNow and Intuit plummeting.

The rise of vibe coding has displaced the need for some software. Smart marketing has benefited this company's core business, enabling it to benefit from scale. The stock currently trades for a very ...

IBM stock dropped 13% on Monday after Anthropic said that its Claude Code tool could be used to automate the modernization of legacy code. IBM mainframes, computers that process a large portion of the ...

IBM shares fell 13.2%, suffering their worst day since 2000, at $223.35 per share, after Anthropic shared an update regarding ...

Alphabet will be reporting Q2'25 earnings on July 23, 2025; I expect strong, margin-accretive revenue growth for Alphabet in Q2’25, forecasting $93.75B revenue and $2.25 EPS. AI compute capacity, ...

Deutsche Bank scored its Buy-rated software stocks on “barriers to exit” for customers and “the ability to adapt to the gen-AI era.” ...

Smart marketing has benefited this company's core business, enabling it to benefit from scale. The stock currently trades for a very low earnings multiple on fears of AI disruption. Artificial ...