Software Financial News

06.02 / 08:01

markets UPS Reuters Software Research information The software apocalypse will be a buying opportunity—eventually

Subscribe to enjoy similar stories. On Tuesday, the roof caved in on software, media, and information company stocks like Salesforce, Reddit and Thomson Reuters. The proximate cause was the introduction of the latest artificial-intelligence tools from start-up Anthropic, which much of the market interpreted as an existential threat to any company that doesn’t make physical goods.

06.02 / 02:57

markets COST Extreme Platform Software Trade testing The Agentic AI invasion: It’s here—but does the software industry face an existential threat?

Subscribe to enjoy similar stories. It was swift and brutal, the global sell-off in tech stocks this week after Anthropic’s launch of Agentic AI tools with startling skills. From America to India, software stocks lost $285 billion in market value globally within the span of a single trading session.

06.02 / 01:37

markets UPS Waves Software Morningstar rights The software rout is spreading pain to the debt markets

Subscribe to enjoy similar stories. The steep selloff in software stocks is spreading to the debt market. Pressured by growing worries about the disruptive potential of new AI coding tools, shares of large software companies such as Salesforce and ServiceNow have been sliding for months.

06.02 / 00:41

markets UPS Provident Software Enterprise reports testing Agents are coming, and India's IT is rushing to meet them

Subscribe to enjoy similar stories. Top information technology (IT) services companies are racing to deploy artificial intelligence agents from specialist firms across their domains, at a time when the debut of advanced AI tools threatens to eat their lunch.

05.02 / 11:13

markets UPS ETF Software Research Trade reports How the AI trade went from market savior to saboteur

Subscribe to enjoy similar stories. Artificial intelligence may still be in its infancy, but this mainstay of the stock market rally now has investors worried it will be its downfall. Investors suddenly see numerous areas of tech and other sectors are vulnerable to AI and its big funding needs, leading them to look elsewhere.

05.02 / 10:27

Platform Software Enterprise Research Bill Experts information Mint Explainer: Why Anthropic’s Claude Cowork plugins rattled IT, SaaS stocks

Subscribe to enjoy similar stories. NEW DELHI : On 30 January, artificial intelligence safety and research firm Anthropic PBC launched 11 plugins for its generative AI platform, Claude Cowork. The platform, which was launched earlier in January, together with the new plugins, can potentially automate a range of workplace tasks, such as processing insurance claims, clearing company bills, and maintaining automated logs for factories and warehouses.

04.02 / 14:17

markets Provident Software ICE MSCI Trade information AI threatens a Wall Street cash cow: Financial and legal data

Subscribe to enjoy similar stories. For years it seemed like a sure-fire business model: Amass vast troves of financial data and sell it to Wall Street for a premium. Then Claude came along.

04.02 / 07:27

markets UPS Software Enterprise Trade information Updates Indian IT stocks take a beating as AI automation tools signal an agentic shift

Subscribe to enjoy similar stories. Shares of top Indian information technology (IT) services firms fell sharply in early trade on Wednesday, mirroring the drop in US technology and software stocks overnight after American AI firm Palantir launched a new tool that threatens an important revenue stream of these companies. Shares of Tata Consultancy Services Ltd, Infosys Ltd, HCL Technologies Ltd, Wipro Ltd, and Tech Mahindra Ltd were down 5.1%, 5.96%, 4.94%, 3.36%, and 4.61%, respectively in early trade.

04.02 / 01:21

markets Reuters CEO Software Browser performer social What you need to know about the AI models rattling markets

Subscribe to enjoy similar stories. Artificial-intelligence tools are improving at a dizzying pace and branching into new, specialized areas. That created fears that AI could supplant traditional software and services, hammering a broad array of stocks on Tuesday.

02.02 / 07:57

UPS Target Software Research Gartner performer Lessons from the frontiers of AI adoption

Subscribe to enjoy similar stories. It is becoming ever more common for bosses to talk up their artificial-intelligence efforts while wielding the axe. Last month Enrique Lores, chief executive of hP, said that the computer manufacturer would cut around 5,000 jobs within three years as it embeds “AI in everything we do".

01.02 / 00:59

markets UPS Google Software social consequences Stop panicking about AI. Start preparing

Subscribe to enjoy similar stories. Solving fiendish maths problems, making complex medical diagnoses, conjuring up new software in moments: the feats of generative AI get more impressive by the day. But anxiety about its social consequences is mounting, too.

30.01 / 01:11

UPS Software Experts Universities show reports rights How to avoid common AI pitfalls in the workplace

Subscribe to enjoy similar stories. THE PIZZA HUT in Plano, north of Dallas, looks much like any other. Cars draw up at the drive-through window.

27.01 / 07:27

markets UPS FIVE CEO Software reports Zensar hit as Cisco pares vendors, fifth Indian IT firm under top-client pressure

Subscribe to enjoy similar stories. BENGALURU: Zensar Technologies Ltd is set to get less business from Cisco Systems, one of its top five clients, as the US technology major pares the number of IT vendors it works with and tightens discretionary spending, people with knowledge of the matter said. The development makes Zensar the fifth Indian information technology (IT) services company in the past year to face pressure in a top account, underscoring a broader trend of global clients rationalizing vendors and cutting costs, moves that are weighing on growth prospects for mid-tier IT outsourcers.

26.01 / 11:33

markets UPS Platform security Software Enterprise Experts Mint Explainer: Is the hype around vibe coding justified?

Subscribe to enjoy similar stories. Vibe coding has triggered a fundraising frenzy in India and the US over the past six months. Startups have been raking in large cheques, some at valuations in the billions.

26.01 / 01:35

COST Provident Platform Software Enterprise Research reports Indian IT’s mega deals spike on AI push, but there’s not much to celebrate yet

Subscribe to enjoy similar stories. India’s top offshoring firms just reported a prolific quarter of billion-dollar contracts, but that also signalled a stark new reality for the $283-billion sector: an intensifying race among the country's largest software services providers to grab each other's share. In October-December, Cognizant Technology Solutions Corp, Tata Consultancy Services Ltd and Infosys reported three mega deals combined, the most in nine quarters, according to their earnings filings.

25.01 / 13:27

markets Platform Adobe Software love Inside rock Wall Street has fallen out of love with software stocks

Subscribe to enjoy similar stories. Software companies’ pitch to investors could use an upgrade. Once a favorite of Wall Street, software stocks have been sliding lately, with investors increasingly concerned about how the sector could be upended by their newest crush: artificial-intelligence companies.

24.01 / 07:19

markets Provident Digital Google security Software President Europe prepares for a nightmare scenario: The US blocking access to tech

Subscribe to enjoy similar stories. DAVOS, Switzerland—Rising tensions with the U.S. are spurring new plans in Europe to do something that has long seemed impossible: break with American technology in favor of homegrown alternatives.

21.01 / 09:39

Digital Manufacturing Platform Software Enterprise Cycling innovations Mint Explainer | The few bright spots in an otherwise slowing IT services sector

Subscribe to enjoy similar stories. The $285 billion IT services industry, employing 5.8 million people, continues to navigate an uncertain environment with multiple headwinds from AI to geopolitics. Yet, India remains central to delivering technology services at scale, even as entry-level tasks are increasingly automated.

20.01 / 10:39

Provident Action Software information rights Relationships International It’s pointless asking AI to ‘explain’ itself: But here’s an effective way we humans could hold it accountable

Subscribe to enjoy similar stories. If there is one thing those who design artificial intelligence (AI) policies insist on, it is that the AI systems we build should be explainable. It seems to be a reasonable request.

20.01 / 04:53

Gap Software Trade cover electronic reports International Mint Explainer: What RBI’s unified foreign exchange rules mean for India’s service exporters

Subscribe to enjoy similar stories. India’s foreign exchange rules governing trade have long evolved through a patchwork of regulations, circulars and banking practices, especially as services exports expanded rapidly alongside goods trade. That structure has now been reset.

20.01 / 02:33

markets FIVE Software Enterprise trends reports International After Q3 beats, is Indian IT turning the corner?

Subscribe to enjoy similar stories. BENGALURU: India’s IT bellwethers may have beaten Street expectations in the December quarter (Q3FY26), but the relief looks fleeting. Even as earnings surprises lifted sentiment in the October-December period, four of India’s five largest IT services companies are now heading into the final quarter of FY26 (January-March) with weaker full-year trajectories than last year, underscoring how weak demand visibility remains for the country’s biggest software exporters.

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