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Salesforce
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The SaaSpocalypse: Nasdaq Hits Year Lows as Anthropic’s ‘Claude Cowork’ Dismantles the Software Moat
February 06, 2026
The technology sector is currently enduring its most violent repricing since the 2022 interest rate shocks, as a wave of selling has sent the Nasdaq 100 (NASDAQ:QQQ) to levels not seen since...
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Dan Ives Says Software Selloff Is Worst He's Seen In 25 Years As Microsoft, Salesforce Face Brutal AI Reckoning
↗
February 05, 2026
Wedbush analyst Dan Ives said Wall Street's historic selloff in software stocks like Salesforce, ServiceNow and Microsoft reflects extreme AI-driven pessimism that overstates the threat to their...
Via
Benzinga
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Why Salesforce (CRM) Stock Is Down Today
February 05, 2026
Shares of CRM software giant Salesforce (NYSE:CRM) fell 4.8% in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic and...
Via
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The Great Unshackling: How OpenAI Operator Is Defining the Browser Agent Era
February 05, 2026
Since the debut of ChatGPT in late 2022, the world has been captivated by AI that can talk. But as of February 2026, the conversation has fundamentally shifted. We are no longer in the "Chatbot Era";...
Via
TokenRing AI
Topics
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Credit Cards
Economy
The ‘SaaSpocalypse’: Anthropic’s ‘Claude Cowork’ Triggers Massive Sell-Off in Professional Services Stocks
February 05, 2026
The professional services industry is reeling this week as Anthropic, backed by tech giants like Amazon.com Inc. (NASDAQ: AMZN) and Alphabet Inc. (NASDAQ: GOOGL), launched its long-anticipated "Claude...
Via
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Topics
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The Semantic Shift: OpenAI Launches ‘Frontier’ Orchestration Layer to Replace the Corporate Middleware
February 05, 2026
SAN FRANCISCO — February 5, 2026 — In a move that industry analysts are calling the "extinction event" for traditional enterprise software, OpenAI has officially launched OpenAI Frontier. Positioned as...
Via
TokenRing AI
Topics
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Economy
The Great Sector Rotation of 2026: Why Capital is Fleeing AI Tech for the 'Old Economy'
February 05, 2026
The U.S. stock market is currently witnessing a tectonic shift in capital allocation as the "AI hype cycle" of the early 2020s gives way to the "Physical Reality" of 2026. In the first five weeks of...
Via
MarketMinute
Topics
Artificial Intelligence
Economy
Electric Vehicles
The AI Sovereign: Palantir Rockets as Q4 Results Confirm Its Dominance in the Enterprise AI Era
February 05, 2026
In a market currently defined by the "Great Recalibration"—where investors have traded blind optimism for a ruthless demand for profitability—Palantir Technologies Inc. (NYSE: PLTR) has emerged as the...
Via
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Topics
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Earnings
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NVDA at the Rubicon: Can the $180 Support Level Save the Tech Sector?
February 05, 2026
As of February 5, 2026, the financial world has its eyes fixed on a single number: $180. NVIDIA Corporation (NASDAQ:NVDA), the undisputed heavyweight champion of the artificial intelligence era, is...
Via
MarketMinute
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Artificial Intelligence
ETFs
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2 Cash-Heavy Stocks with Exciting Potential and 1 We Brush Off
February 04, 2026
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Via
StockStory
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Reeling From Software Stock Losses? Alphabet Investors Have Some Advice For You
↗
February 04, 2026
This isn't the first time a software stock has plunged over AI fears.
Via
The Motley Fool
Topics
Artificial Intelligence
ETFs
JPMorgan Reportedly Highlights Investors Are Losing Faith In Software As AI Advances – Sector ‘Is Now Being Sentenced Before Trial’
↗
February 04, 2026
JPMorgan Chase & Co. said sentiment toward software companies has grown notably harsher, with valuations now punished before firms can make their case.
Via
Stocktwits
Topics
Artificial Intelligence
Earnings
Software 'SaaSpocalypse:' BTIG Sees Salesforce, ServiceNow Rebound, But jim Cramer Warns Of Permanent AI Obsolescence
↗
February 04, 2026
Explore software ‘SaaSpocalypse' as BTIG and Jim Cramer debate if Salesforce and ServiceNow are generational buys or facing AI obsolescence.
Via
Benzinga
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From ADBE To MSFT To CRM, Legacy Software Stocks Get Smoked On New AI Fears — Which Look Most Attractive To Buy Now?
↗
February 03, 2026
Software business models are under threat, say analysts and investors.
Via
Stocktwits
Topics
Artificial Intelligence
Zeta Global, The Trade Desk, Wix, Salesforce, and Workday Shares Plummet, What You Need To Know
February 03, 2026
A number of stocks fell in the afternoon session after fears of disruption from artificial intelligence spooked investors, leading to a broad-based sell-off.
Via
StockStory
Topics
Artificial Intelligence
Salesforce (CRM) Stock Hits Fresh 52-Week Low Tuesday: What's Driving The Action?
↗
February 03, 2026
Salesforce, Inc. (NYSE:CRM) shares are tumbling on Tuesday as the stock hits a fresh 52-week low following a recent wave of disappointing earnings reports from major software companies.
Via
Benzinga
Are Wall Street Analysts Bullish on Salesforce Stock?
February 03, 2026
Despite recent underperformance, Salesforce’s strengthening fundamentals and accelerating AI momentum have analysts turning more optimistic.
Via
Barchart.com
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ETFs
ServiceNow’s AI Surge Meets Market Gravity: Resilience and Record Growth in Q4 Earnings
February 02, 2026
On January 29, 2026, ServiceNow (NYSE: NOW) delivered a fourth-quarter earnings report that arguably represented one of the most significant "beat and raise" performances in the enterprise software...
Via
MarketMinute
Topics
Artificial Intelligence
Earnings
From Chatbots to Digital Coworkers: Databricks Redefines the Enterprise with Agentic Data Systems
February 02, 2026
As of early 2026, the era of the "passive chatbot" has officially come to an end, replaced by a new paradigm of autonomous agents capable of independent reasoning and execution. At the center of this...
Via
TokenRing AI
Topics
Artificial Intelligence
This Beaten-Down AI Stock Could Stage a Comeback in 2026
↗
February 02, 2026
Salesforce had a rough 2025 but remains fundamentally strong. Is it worth a look in 2026?
Via
The Motley Fool
Topics
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Beyond the Chatbox: Fei-Fei Li’s World Labs Unveils ‘Marble’ to Conquer the 3D Frontier
February 02, 2026
The artificial intelligence landscape has shifted its gaze from the abstract realm of text to the physical reality of the three-dimensional world. World Labs, the high-profile startup founded by AI...
Via
TokenRing AI
Topics
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US Treasury Deploys AI to Recover $4 Billion, Signaling a New Era of Algorithmic Financial Oversight
February 02, 2026
In a landmark shift for federal financial management, the U.S. Department of the Treasury has announced that its integrated artificial intelligence and machine learning (ML) systems successfully...
Via
TokenRing AI
Topics
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Economy
Fraud
The End of the Chatbot Era: Microsoft Unleashes Autonomous Copilot Agents as ‘Digital Coworkers’
February 02, 2026
As of early 2026, the artificial intelligence landscape has undergone a seismic shift, moving away from the era of conversational chatbots toward the age of "Agentic AI." Leading this charge is...
Via
TokenRing AI
Topics
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Economy
Supply Chain
Monday.com (MNDY) Shares Skyrocket 30% After Massive Earnings Beat and AI Guidance Lift
February 02, 2026
The enterprise software landscape witnessed a seismic shift exactly one year ago when monday.com (NASDAQ:MNDY) delivered a masterclass in growth and profitability. On February 10, 2025, shares of the...
Via
MarketMinute
Topics
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Earnings
ServiceNow Buckles Under Valuation Weights Despite AI Dominance: A New Era of Software Normalization
February 02, 2026
As the enterprise software sector grapples with a structural "normalization" in early 2026, ServiceNow (NYSE: NOW) has emerged as both a beacon of technical strength and a victim of its own high...
Via
MarketMinute
Topics
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Google's $32 Billion Wiz Acquisition Enters Final Regulatory Stretch: A Decisive Bet on AI-First Cybersecurity
February 02, 2026
In a move that signals a seismic shift in the cloud landscape, Alphabet Inc. (NASDAQ: GOOGL) is nearing the finish line of its record-breaking $32 billion acquisition of cybersecurity powerhouse Wiz....
Via
MarketMinute
Topics
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Big Blue’s Big Break: IBM Surges on 12% Revenue Growth as AI Pivot Reaches Maturity
February 02, 2026
In a definitive signal that the "turnaround" of International Business Machines Corp. (NYSE: IBM) has entered its most profitable phase, the company reported a staggering 12.2% year-over-year revenue...
Via
MarketMinute
Topics
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The AI Bubble Narrative Just Got Flipped On Its Head. Here's What Investors Need To Know.
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January 31, 2026
According to the latest movement, AI could be more disruptive than we thought.
Via
The Motley Fool
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Artificial Intelligence
ETFs
Earnings
The AI Stocks That Insiders Are Loading Up on for 2026
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January 31, 2026
Salesforce and SentinelOne stocks saw insider buying heading into the new year.
Via
The Motley Fool
Topics
Artificial Intelligence
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