Anthropic hosted its enterprise agents event and unveiled several collaborations, calming investor fears that AI could significantly disrupt the software sector. The company also introduced updates to its Claude Cowork platform, allowing businesses to integrate the productivity tool with a range of enterprise applications, including Salesforce’s Slack, Intuit, DocuSign, LegalZoom, FactSet and Google’s Gmail.Anthropic added that organisations will be able to deploy customizable plugins tailored to functions ...

have been pummeled in recent weeks, driven by fears their business models would be upended by AI tools, including those from Anthropic. On Tuesday, Anthropic said it was developing new tools, the so-called "plug-ins", ‌with its partners that ⁠could help ⁠with investment banking, wealth management and HR tasks."We feel positive to see companies partnering with Anthropic, and we think that that might be the next chapter of this ​discussion," said Eric Kuby, chief investment officer at North Star Investment M ...

Workday is betting on artificial intelligence taking over more work. While software stocks — including Workday's — have sunk recently amid concerns over AI advancements, the company framed the technology as a growth opportunity on its Tuesday earnings call."We're working really hard to figure out how do we improve business process execution for our customers at a lower cost," CEO Anil Bhusri said. "I think that's where the agentic model fits in. What can agents do to replace human labor?" he said. "And then ...

周二，Anthropic在其企业智能体活动中宣布，将为其生产力工具"Claude Cowork"推出重大更新。此次 发布标志着该产品从研究性质正式向企业级转型，一口气推出了10款全新的AI插件工具，将AI的触角 拓展到投资银行、财富管理、人力资源(HR)、私募股权(PE)及工程设计等多个垂直场景。这些更新允许 企业将其集成到包括赛富时(CRM.US)旗下的Slack、财捷(INTU.US)、DocuSign(DOCU.US)、 LegalZoom(LZ.US)、慧甚(FDS.US)以及谷歌(GOOGL.US)Gmail在内的众多企业应用中。 在人工智能(AI)初创公司Anthropic宣布与一系列企业建立合作伙伴关系后，投资者周二重新开始寻找遭 受重创的软件公司股票的底部信号。此前，由于市场担忧包括Anthropic工具在内的AI技术将颠覆其商 业模式，软件股在最近几周遭受了严重打击。 风险犹存，但"严重超卖" 周二反弹的背景是软件板块近期遭遇历史性抛售。此前Anthropic推出Claude Cowork代理工具的消息曾 引发多类股票严重抛售。本周一，IGV更是触及10个月低点，因市场研究机构Citrini ...

Software stocks made a comeback on Tuesday after Anthropic hosted its enterprise agents event, where it revealed new partnerships, quelling some investor fears that the sector could be displaced by artificial intelligence.The AI startup launched new updates to Claude Cowork that allow companies to integrate the productivity tool into a host of enterprise apps, such as Salesforce-owned Slack, Intuit, Docusign, LegalZoom, FactSet and Google's Gmail. Organizations can also deploy customizable plugins across se ...

Investors were clearly not inclined to judge LegalZoom's (NASDAQ: LZ) recent performance favorably. The company's release of its final set of 2025 figures after market close Thursday was met with a sell-off the following trading session. When the dust cleared, LegalZoom stock had lost nearly 7% on Friday. Guilty of disappointment In its fourth quarter of 2025, LegalZoom earned slightly more than $190 million in revenue, up 18% year over year. Of that, subscription revenue rose by 20% to almost $131 mill ...

Watson reported that full-year 2025 revenue grew 11% to $756 million, which he said was “more than double” the company’s initial outlook and included the Formation Nation acquisition. He said the results reflected “successful integration and incremental growth” from Formation Nation and organic revenue growth of 3%.Stibel also tied the strategy to market conditions, saying U.S. business formations have accelerated in recent quarters and that the company believes AI is “a meaningful tailwind” that can expand ...

Group 1: Job Market and Economic Outlook - The recent jobs report showed a surprising increase in non-farm payrolls, leading to discussions about potential rate cuts and analyst reactions [3] - The Congressional Budget Office (CBO) has raised the 10-year U.S. deficit outlook by $1.4 trillion, indicating a worsening economic picture [10] Group 2: Technology and AI Disruption - The Software-as-a-Service (SaaS) industry is experiencing significant pressure, with companies like CBRE Group, Jones Lang LaSalle, and Cushman & Wakefield seeing their shares drop by more than 12%, marking their largest daily decline since the COVID pandemic [5] - The introduction of AI tools, such as Anthropic's Claude Cowork, has led to declines in shares of companies in the legal and financial sectors, including LegalZoom and Intuit [5] - The current technology cycle is described as "very violent," with traditional high-fee businesses being vulnerable to disruption from AI and automation [6] Group 3: Investment Opportunities - Neuberger Berman suggests that while some incumbents may falter, others will adapt by integrating AI, creating selective investment opportunities for those who can differentiate between resilient and fragile business models [7] - Companies that are fundamentally sound and capable of adapting to changes in the market may present opportunities for investors during this period of structural change [7] Group 4: Company Developments - Amazon Pharmacy is set to offer same-day delivery in 4,500 cities, expanding its service capabilities [8] - Kraft Heinz has paused its separation plans to focus on growth and profitability [9]

Core Viewpoint - SiteOne Landscape reported a quarterly loss of $0.2 per share, which was better than the Zacks Consensus Estimate of a loss of $0.29, and an improvement from a loss of $0.48 per share a year ago, indicating a positive earnings surprise of +31.03% [1] Financial Performance - The company posted revenues of $1.05 billion for the quarter ended December 2025, missing the Zacks Consensus Estimate by 1.09%, but showing an increase from year-ago revenues of $1.01 billion [2] - Over the last four quarters, SiteOne Landscape has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - SiteOne Landscape shares have increased by approximately 19.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.4% [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is -$0.57 on revenues of $974.98 million, and for the current fiscal year, it is $4.24 on revenues of $4.93 billion [7] - The estimate revisions trend for SiteOne Landscape was unfavorable ahead of the earnings release, resulting in a Zacks Rank 4 (Sell) for the stock, indicating expected underperformance in the near future [6] Industry Context - The Industrial Services industry, to which SiteOne Landscape belongs, is currently ranked in the bottom 24% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

Group 1 - The software stock downturn of 2026 may be indicative of a larger trend, similar to the impact of the internet on the newspaper industry in the early 2000s [1][2] - Historical examples show that share price stability in industries facing disruption requires stable earnings outlooks, as seen with newspapers which experienced a 95% decline in share prices from 2002 to 2009 [2] - The decline in newspaper stocks ended when earnings estimates bottomed, and the uncertainty surrounding AI's impact on software companies suggests that near-term earnings will be critical indicators of business resilience [3] Group 2 - Major software companies like Salesforce, Workday, and SAP are perceived to have their terminal values threatened by advancements in AI [4] - The recent debut of AI developer Anthropic and its automation capabilities has contributed to a significant decline in shares of various software companies, with no clear positive catalysts emerging to attract investors [8] - Software stocks are underperforming the Nasdaq Composite by the largest margin this century, with notable declines including 27% for Oracle and Salesforce, and a 41% drop for Figma [9] Group 3 - The software sector typically outperforms the S&P once it finds a bottom, but the extent of the current downturn remains uncertain, with no immediate solutions to shift investor sentiment [10]