Software rout deepens as AI fears grip investors

Software rout deepens as AI fears grip investors

US software shares tumbled on Thursday as fears over disruptions from advances in AI returned to the forefront following a recent update from Anthropic. Investors have dumped the sector’s stocks this year on worries that AI tools that are capable of automating human tasks could pose an existential threat to the industry. The broader S&P…

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Nvidia exceeds expectations as AI spending soars, but investors want more

Nvidia exceeds expectations as AI spending soars, but investors want more

Nvidia delivered another set of record-breaking results for its January quarter on Wednesday, bolstered by the relentless demand from “Big Tech” for its specialized AI processors. The company posted a 94% increase in sales, reaching $68.1 billion, and projected current-quarter revenue of approximately $78 billion, comfortably exceeding market expectations of $72.6 billion. Read: The new…

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investors look ahead to more delayed data

investors look ahead to more delayed data

A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on January 23, 2026. Timothy A. Clary | Afp | Getty Images U.S. Treasury yields inched lower on Tuesday as investors looked ahead to more delayed data releases during the holiday-shortened trading week. The 10-year Treasury yield…

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