AI is reshaping SaaS and consulting stocks. See why multiples are compressing, Oracle’s leverage risks, and how to spot winners by cash flow.

AI firm Anthropic’s launch of an update to its Claude AI has led to a stock market drop, leaving AI investors worried.

By Saqib Iqbal Ahmed NEW YORK, Feb 10 (Reuters) - The severity of the pullback in software stocks in recent days, driven by fears of advances in artificial intelligence disrupting the industry, has ...

While a rebound in the broader market helped soothe nerves on Friday, the outlook for U.S. software stocks, at the epicenter ...