How real is the AI threat to software companies? CNBC put it to the test by vibe-coding a Monday.com replacement.

Investors can take a breather and assess whether there are opportunities to buy some beaten-down software stocks, after what some analysts believe was “indiscriminate” selling.

Anthropic’s Cowork AI assistant sent shockwaves through Wall Street this week over concerns it could replace specialized software packages, such as for legal or financial analysis. Now Anthropic is ...

Over the holidays, some strange signals started emanating from the pulsating, energetic blob of X users who set the agenda in AI. OpenAI co-founder Andrej Karpathy, who coined the term “vibe coding” ...

Many strategists say the tech rally still has legs, but risks are mounting. Here’s how to mitigate them in your portfolio. While many believe the AI trade has plenty of room to run, there are ways for ...

A swift market reaction, dubbed 'SaaSpocalypse,' saw software stocks plummet by $285 billion after Anthropic's AI assistant, Claude Cowork, launched new plugins. The legal workflow automation plugin, ...