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 ...
IT stocks globally have been under pressure for months, due to fears of AI affecting future business growth. The latest crash in prices comes on the back of Anthropic rolling out new legal tools for ...
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 companies’ pitch to investors could use an upgrade. Once a favorite of Wall Street, software stocks have been sliding lately, with investors increasingly concerned about how the sector could ...