Article contentInvestors fled software stocks this week to the tune of hundreds of billions of dollars after artificial intelligence (AI) developer Anthropic released a tool to automate legal work that initially left the developers of legal software “reeling” only to spread to other segments of the sector, David Rosenberg, president of Rosenberg Research & Associates Inc., said in a note. Software stocks are down 18 per cent this year and Rosenberg estimated that the losses in the sector now total more than ...

以下文章来源于APPSO ，作者发现明日产品的 APPSO . AI 第一新媒体，「超级个体」的灵感指南。 #AIGC #智能设备 #独特应用 #Generative AI 本文来自微信公众号： APPSO ，作者：发现明日产品的 全球资本市场对软件板块进行了无差别的抛售。Salesforce、Workday、Intuit……这些过去十年美股 最坚挺的收租公，在短短一天内市值蒸发近2580亿美元（折合人民币19785.13亿元）。 抛售潮来得异常凶猛。美股软件股2月3日率先跳水，标普北美软件指数连续三周收跌，1月累计跌幅 达15%，创下2008年以来最差单月表现。紧接着，恐慌蔓延至亚太市场，多家行业龙头股价暴跌。 引发海啸的那只蝴蝶，叫Claude Cowork。 这是Anthropic在2026年开年甩出的王炸，一个桌面智能体应用。简单说，它不再是一个只会在对话 框里陪你聊天的「大脑」，它开始具备了点击鼠标、管理文件、操作软件的「手脚」。 上周，Anthropic发布了11款针对特定岗位的插件，覆盖法律、销售、财务、市场营销等核心业务领 域。尤其是它推出的「法律插件」，表现得太像一个熟练的高知白领了。 通过 ...

有关全球股票市场的"软件股末日"(Software-mageddon)这一悲观叙事论调，正在滚雪球般发酵。如今，包括华尔街大型机构 投资者们在内的全球投资者正在激烈争论是否到了该对这些近期遭重创的软件类股票重新发起看涨呼吁的时候。从近日全球 大型软件股资金流走势来看，一部分机构类资金开始入场抄底式"逢低布局"这些近期经历暴跌甚至股价几乎腰斩的软件股， 并且他们赞同黄仁勋对于软件股的积极看法——即市场错杀了那些聚焦"AI+核心操作流程"且基本面强劲的软件巨头，但是仍 有一些投资者保持谨慎立场。与此同时，这也显示出以AI赋能盈利的新叙事正在悄然扩散，部分投资者已开始将未来增长预 期纳入对软件股的评估。 AI代理工具引爆担忧情绪 此前在今年1月有着"OpenAI劲敌"称号的Anthropic推出颇具工程协作革新意义的代理式AI编程工具——Claude Cowork工具， 并且这款工具甚至旨在将AI代理的功能从编程终端扩展至文件管理、软件交互等广泛意义上的通用办公场景，当时就已经大 幅加剧了市场对AI智能体彻底颠覆SaaS软件行业的恐惧情绪。 而自本周二起全球软件股集体崩盘的元凶——即Anthropic推出的新AI工 ...

Intuit (INTU) closed the most recent trading day at $444.98, moving +2.51% from the previous trading session. This change outpaced the S&P 500's 0.51% loss on the day. Meanwhile, the Dow gained 0.53%, and the Nasdaq, a tech-heavy index, lost 1.51%. The stock of maker of TurboTax, QuickBooks and other accounting software has fallen by 32.93% in the past month, lagging the Computer and Technology sector's loss of 0.27% and the S&P 500's gain of 0.93%.Investors will be eagerly watching for the performance of I ...

Intuit Inc. (NASDAQ:INTU) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted. Cramer highlighted the significant change in the company’s valuation, as he commented: Looking at last month’s biggest losers, number two, number four, number seven, number nine, and number ten, they are all software companies. They’re all the same business model. They’re all weighed down by the same thing as AppLovin, AI worries that are shrinking price-to-earnings multiples. The second worst performer in the S&P 50 ...

Wall Street's fears around artificial intelligence-driven disruption affecting software companies made their way into Asia on Wednesday, with tech stocks in the region tracking declines overnight in U.S. peers.Japanese software firms in Asia led declines in the region. TIS, a major Japanese information technology services provider and systems integrator, plunged over 15%. Trend Micro lost over 8%, while NS Solutions declined nearly 7%.Shares of IT companies in India also dropped, with the the Nifty IT index ...

Core Viewpoint - The market is currently favoring hardware and industrial companies while software companies are facing significant declines, driven by fears of obsolescence due to AI advancements [2][4][19]. Group 1: Market Trends - The Dow dropped 167 points, reflecting a broader market trend where software stocks are being heavily sold off, with the NASDAQ down 1.43% [2]. - High-quality enterprise software stocks like Salesforce, ServiceNow, and Adobe reported strong earnings but still saw their stock prices decline significantly [4]. - The market sentiment indicates a collective belief that software companies are at risk of being replaced or diminished by AI technologies [5][16]. Group 2: Company Performance - Major software companies such as Microsoft, Salesforce, Oracle, and Adobe experienced stock declines ranging from 3% to 11% [10][11]. - Companies that utilize software, like Procter & Gamble and FedEx, are currently performing well despite their own earnings challenges [8]. - Private equity firms with stakes in enterprise software companies are also facing pressure, as the market for new public offerings in this sector appears to be closing [18]. Group 3: Investment Strategies - There is a growing trend of investors using ETFs to short software stocks, indicating a bearish outlook on the sector [9]. - Some analysts suggest that it may be prudent to take advantage of the current low prices of certain tech stocks that are being unfairly dragged down by the broader software sell-off [12]. - The shrinking price-to-earnings multiples for software companies suggest that investors are becoming increasingly cautious about future earnings potential [16][17].

Market Overview - Investors are advised to be cautious following significant declines in software stocks, driven by fears of AI disruption to business models [1] - The indiscriminate selling in the software sector has made it challenging to determine where valuations will stabilize [1] Software Stock Performance - Wall Street has adopted a negative sentiment towards software-related companies, leading to a broad sell-off, including firms that primarily collect data [2] - Notable declines include ServiceNow, which fell nearly 7% (28% year-to-date), Salesforce down about 7% (26% year-to-date), and Intuit dropping nearly 11% (over 34% year-to-date) [2] Earnings and Valuation Concerns - Despite the declines, reported profits for software stocks have not collapsed; however, Wall Street is paying less for these earnings due to future uncertainties [3] - The shrinking price-to-earnings multiple presents a challenge for investors, as it is unclear how low valuations can go [4] Selectivity in Investment - Selectivity is crucial in the current market, with some investors shifting focus to companies that heavily invest in software, such as banks and industrials, although many of these stocks have already appreciated [4] - The CNBC Investing Club has made selective purchases, such as CrowdStrike, which is viewed as a cybersecurity provider less affected by the broader software sell-off [5] Market Dynamics - The market is characterized by a divide between "winners" (users of software) and "losers" (providers of software), suggesting that the pain may not extend beyond the software sector [5]

Stocks broadly sank on Tuesday as investors moved to dump shares of software companies amid fears that artificial intelligence tools could eat into those companies' businesses.On the S&P 500, the technology sector was by far the worst performer, leading the index to end the day lower by 0.8%. The Nasdaq Composite, which contains more technology companies, tumbled 1.4%.The selling came after AI startup Anthropic on Friday announced an automated agent that could complete legal, data analytics, finance and sal ...

Market Performance - The broad U.S. market started the year positively, with the SPDR® S&P 500® ETF (SPY) posting a gain despite some elevated volatility in the final week of January [1]