Toast is being irrationally punished amid broad software sector selling driven by AI disruption fears. TOST's expanding margins, 30% ARR growth, and rising take rate highlight robust financial health ...

As the SaaS market reels from a sell-off sparked by autonomous AI agents like Claude Cowork, new data shows a 53% drop in AI-driven discovery sessions. Wall Street dubbed it the “SaaSpocalypse.” ...

Stocks can rise and fall to levels beyond your imagination. A lower stock price doesn’t always mean a better value. Don’t forget to include the cons when building an investment thesis. The market is ...

On Monday, Databricks announced it reached a $5.4 billion revenue run rate, growing 65% year-over-year, of which more than $1.4 billion was from its AI products. Co-founder and CEO Ali Ghodsi wanted ...

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 ...

The steep selloff in software stocks is spreading to the debt market. Pressured by growing worries about the disruptive potential of new AI coding tools, shares of large software companies such as ...

I’ve been talking about the demise of SaaS for two years and now I just want to shout it from the rooftops because a lot of companies still aren’t listening. In fact, what you’re about to read is a ...

Stoats, also often known as ermines, are carnivorous mammals in the weasel family. Two stoats are the mascots of the 2026 Winter Olympics in Italy. Jean Beaufort under public domain Olympic mascots ...

Jeffries termed the SaaS selloff ‘SaaSapocalypse’ as Asana fell 59% and DocuSign fell 52% over one year. BDCs hold roughly 20% exposure to SaaS companies through direct equity investments and debt ...

SmartRent is pivoting from low-margin hardware to a SaaS-focused model, emphasizing software subscriptions and community WiFi services. Q3 2025 saw SaaS revenues rise to 39% of total income, improved ...

Anthropic's Claude Cowork suite of AI tools created panic in the market with SaaS and IT services giants seeing 285 Bn in market cap wiped off in a matter of days In a spillover effect, the Nifty IT ...