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Global Software Rout Deepens, Erasing $830 Billion as AI Tools Jolt Valuations

Anthropic's Claude plug-ins push AI into application tasks that call software pricing power into question.

Palantir’s Blowout Quarter Meets Whiplash Trading, Dividing Wall Street

Software Stocks Log Sixth Straight Drop as Shorts Pile In

PayPal Replaces CEO After Earnings Miss, Names HP’s Enrique Lores to Lead

Chipotle Beats Q4 Estimates, Guides Flat for 2026 as Traffic Slips

Meta's AI Buildout Lifts Results as Wall Street Splits on Valuation Risk

Galaxy Digital Posts $482 Million Q4 Loss as Shares Slide to Multi-Month Lows

Reports Cloud Nvidia–OpenAI Deal as Market Questions AI Spending

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

Uber Beats on Revenue and Bookings as Delivery Leads; Shares Slip on Soft EPS Outlook

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

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Texas Instruments to Acquire Silicon Labs for $7.5 Billion

Bitcoin Slide Pushes Strategy’s BTC Treasury Underwater as MSTR Hits Multi‑Year Lows

Broadcom Settles Fidelity Software Dispute as Analysts Boost AI Outlook

Trade Desk Faces Sell Calls After Abrupt CFO Ouster, Guidance Reaffirmed

Microsoft Posts Strong Quarter as AI Demand Outruns Azure Capacity

Opendoor Shares Drop 12% in January Ahead of Q4 Earnings

SanDisk Nears Record Highs as Wall Street Lifts Targets on Blowout Quarter

Alphabet Set to Report Q4 Results as Investors Eye AI Payoff

Zuckerberg Reaffirms 2026 AI Capex Surge After Meta’s Q4 Beat