software stocks
2 stories
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financeIBM Warning Triggers Software Sector Sell-Off Amid AI Spending Shift
IBM's revenue forecast spooked investors, signaling a major corporate shift: AI infrastructure spending is now cannibalizing software budgets.
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financeSoftware Stocks Rally on AI Partnership News
US software stocks surged following positive announcements from AI firm Anthropic, easing investor fears about AI's disruptive potential and sparking a sector-wide rebound.