#AI disruption

Articles (11)

• 🇺🇸 Goldman: Software giants face ‘radical transformation’ as agentic AI rises — 14/03/2026 [USA] Related: #Software industry
• 🇺🇸 Blue Owl slides below listing price as private credit worries mount — 03/03/2026 [USA]

  Investor redemptions and fears of AI disruption to software companies have prompted worries across the industry

  Related: #Private credit market, #Investor redemptions, #Market liquidity
• 🇺🇸 SaaS in, SaaS out: Here’s what’s driving the SaaSpocalypse — 01/03/2026 [USA]

  What's behind the SaaSpocalypse? It simply seems a new supreme has risen.

  Related: #Business model transformation, #Market valuation shifts, #Technology evolution
• 🇺🇸 Workday tumbles on dour revenue outlook amid AI threat — 25/02/2026 [USA] Related: #Software market volatility, #Corporate spending trends, #Leadership changes
• 🇺🇸 AI disruption prompts Australia’s WiseTech to cut a third of global workforce — 25/02/2026 [USA] Related: #Corporate restructuring, #Technology sector transformation
• 🇺🇸 Two ‘Big Short’ traders share their favorite bets as AI disruption upends a range of sectors — 24/02/2026 [USA]

  The "Big Short" traders Danny Moses and Vincent Daniel are known for betting against the housing market in 2008. They shared their highest conviction trades.

  Related: #Investment strategies, #Financial markets, #Technology transformation
• 🇺🇸 IBM is the latest AI casualty. Shares are tanking 11% on Anthropic programming language threat — 23/02/2026 [USA]

  COBOL is a computer language used for business data processing and IBM is a leader in that area.

  Related: #Legacy systems modernization, #Market volatility
• 🇺🇸 Cybersecurity stocks drop for a second day as new Anthropic tool fuels AI disruption fears — 23/02/2026 [USA]

  Cybersecurity stocks are the latest to see sell-off pressure as AI threatens to upend software companies.

  Related: #Market volatility, #Technological innovation, #Cybersecurity industry
• 🇺🇸 Palo Alto shares sink 8%, CEO defends cybersecurity's position as AI hits software stocks — 18/02/2026 [USA]

  Palo Alto has bet big on AI in recent months and launched an aggressive acquisition spree that included buying CyberArk for $25 billion.

  Related: #Cybersecurity, #Market volatility
• 🇺🇸 Goldman says these software stocks have 'moats' that can thwart AI disruption — 17/02/2026 [USA]

  The firm called out a slew of buy-rated software stocks, including Snowflake and MongoDB, as the sector slides.

  Related: #Competitive advantage, #Software investment
• 🇺🇸 ‘Something Will Go Wrong’: Anthropic’s Chief on the Coming A.I. Disruption — 12/02/2026 [USA]

  Dario Amodei shares his utopian — and dystopian — predictions for the near-term future of artificial intelligence.

  Related: #Technology ethics, #Future predictions