Software stocks made a comeback on Tuesday after Anthropic hosted its enterprise agents event, where it revealed new partnerships, quelling some investor fears that the sector could be displaced by artificial intelligence. The AI startup launched new updates to Claude Cowork that allow companies to integrate the productivity tool into a host of enterprise apps, … Read more
Pavlo Gonchar | Lightrocket | Getty Images Shares of RingCentral and Five9 surged on Friday after earnings from both software firms alleviated recent fears that artificial intelligence is eating away at their business models. RingCentral popped 34%, while Five9 rallied about 12% after topping Wall Street’s estimates and issuing upbeat guidance. Both companies, which provide … Read more
All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who is in charge, but the … Read more
Salesforce CEO Marc Benioff appears at the US-Saudi Investment Forum at the Kennedy Center in Washington on Nov. 19, 2025. Stefani Reynolds | Bloomberg | Getty Images Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, “this is the most exciting moment we’ve ever had.” Wall Street doesn’t see … Read more