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AI disruption risk impacts leveraged loans more than high-yield bonds Tech borrowers face higher borrowing costs and scrutiny from lenders No software sector deals in pipeline as firms await trading ...

Major software stocks like Microsoft, Oracle, and Salesforce have seen significant declines from their recent highs. Analysts are divided on whether the selloff is due to fears that AI will make ...

As their stocks tank, software makers are rebranding themselves as A.I. innovators. Sparkle emojis are everywhere, but some efforts have been more successful than others. By Sarah Kessler When ChatGPT ...

New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure. Investors are reassessing which ...

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 ...

Software stocks have lagged AI names by a significant margin for most of 2025. Software stocks are significantly undervalued, according to Morningstar analysts, and many have sound fundamentals ...

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OpenAI on Thursday announced it has acquired Software Applications Incorporated, a small company that developed a Mac product called Sky. All employees from Software Applications will join OpenAI.

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