The software and services industry's recent plunge has ignited fears that the artificial intelligence boom may be reshaping markets in unexpected ways, raising questions about whether a rotation out of technology stocks signals trouble ahead for the AI trade.
Software stocks have entered a bear market due to concerns that artificial intelligence will disrupt the industry. Nvidia CEO Jensen Huang says the current pressure on software stocks is "the most illogical thing in the world.
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.
New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure.
Anthropic released plugins for its Claude Cowork AI agent the company claims can automate dozens of tasks, including plugins for customer service, product management, marketing, legal and data analysis, among others. Anthropic said the tools can generate financial statements, research sales prospects, prep for sales calls, draft customer support responses and assess non-disclosure agreements, a...
HubSpot (HUBS) has suffered a 65% stock decline amid AI disruption fears, despite maintaining strong growth and margins. HUBS trades at all-time low multiples (~4.3x forward revenue), with the market heavily discounting its growth profile and pricing in significant AI risk. Management remains confident in long-term growth, positioning AI as a complementary tailwind and aiming to deliver value b...
CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, the customer platform for scaling businesses, announced today that it will report its fourth quarter and full year 2025 financial results after the U.S. financial markets close on Wednesday, February 11, 2026. In conjunction with this report, HubSpot will host a conference call at 4:30 p.m. Eastern Time (ET) on the same day to discuss the company's fo...
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