Why this earnings season can change the software narrative

TECHnalysis Research, LLC, president Bob O'Donnell, joins Josh Lipton on Market Domination Overtime to discuss how software ...
Seeking Alpha

The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos

Software stocks are crumbling again, as Anthropic (ANTHRO) strikes with yet another more and more powerful release, this time, the mythical Mythos. The yet to be publicly released AI model has sent ...
AOL

A private equity exec says the market is looking at software wrong, and it's creating a big buying opportunity

Wall Street has been nervously watching the software industry for weeks. After startup Anthropic sent software stocks into a tailspin in February, investors have wondered if the direction of the tech ...