Group 1: AI Impact on Industries - Investors are increasingly concerned that rapid advancements in AI could significantly impact the business models of iconic S&P 500 companies, leading to a broader sell-off across various industries [1][2] - The phenomenon has been termed the "AI Scare Trade," with fears of job losses in middle-class, white-collar sectors due to automation [2] Group 2: Software Sector - The initial signs of market disruption appeared in the enterprise software sector, where concerns arose that AI tools from companies like Anthropic could diminish the need for traditional data analytics and research services [4] - Major software companies have seen significant stock declines, with Salesforce down nearly 30%, Adobe dropping 25%, and ServiceNow also declining by 30% year to date [5] - The Tech-Software Sector ETF remains down 26% year to date, despite Anthropic's announcement of new software partnerships [6] Group 3: Cybersecurity Sector - Cybersecurity firms have also been affected, particularly after Anthropic introduced a new security tool, leading to declines in shares of CrowdStrike, Zscaler, and Cloudflare [8]

Press Release Paris, February 25, 2026 74Software: Guidance Increased as Operational Discipline Drives Significant Margin Expansion 74Software's Board of Directors, chaired by Pierre Pasquier, today reviewed the consolidated and annual financial statements for the year ended December 31, 2025. 74Software therefore announces: Key Income Statement Items | | | | 2024 | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 2025 | Proforma | | Change | | | | | | 12M AXW + 12M SBS | | | | | | €m | % of Rev. | € ...

Nasdaq lead gains as tech stocks resurgent ahead of Nvidia and Salesforce earnings Proactive uses images sourced from Shutterstock 11:35am: Circle, Cava soar Circle Internet Group (NYSE:CRCL), the issuer of the world’s second-largest stablecoin, saw its shares surge 23% on Wednesday after reporting a strong fourth-quarter profit, driven by growing demand for its USDC stablecoin. The company posted revenue of $770 million, beating analyst estimates of $744 million and marking a 77% increase from a year e ...

Nassim Taleb issued a new warning for those enjoying the AI rally. The author of "The Black Swan" recently sounded an alarm that the artificial intelligence-driven rally is entering a more fragile phase. Meanwhile, two competing pressures are building. First, AI tools are disrupting subscription-based software models as coding becomes easier. Second, tech giants are taking on heavy debt to fund AI infrastructure that may not pay off for years. Taleb's bottom line is blunt. "Tail-risk across sectors is struc ...

Feb 25 (Reuters) - Investors' and economists' concerns that artificial intelligence will upend established industries are deepening, as Goldman Sachs warned on Tuesday that accelerating AI adoption could push U.S. unemployment higher this year, with job losses already emerging in sectors most exposed to automation. AGORA Polish media group in December said it planned to lay off up to 166 employees, or 6.56% of its workforce, as part of a restructuring to improve its digital business. ALLIANZThe German insur ...

今天是 2 月 25 日 农历正月初九 今天是开工第一天 人已经在工位上了 魂还在过年 怎么感觉这假期 放完了跟没放似的 下面是今天的其他大新闻 微信可快速查找图片包含的聊天 （ IT 之家）2 月 25 日消息，微信派官方今日发文，介绍了近期新上线的两项新功能。除了" 面对面收照片和文件 "功能，还 有一项帮助用户快速查找图片流向的功能。 对于" 面对面收照片和文件 "功能，用户可以在微信首页点击右上角的「 + 」再点击「 扫一扫 」，然后依次点击「 我的二维 码-面对面收照片和文件 」，此时对方扫描二维码即可发送相关文件。 有网友表示，实测下来，这一功能必须要打开 WLAN 才能使用，传输速度比较快，100 多M的视频几秒钟就传完了，适合面 对面分享大内存文件。 ：记性不好的人有救了。 库克宣布 Macmini 首次在美生产 （ 新浪科技）2 月 24 日，苹果 CEO 蒂姆 · 库克在社交平台发文称，作为公司 6000 亿美元投资计划的一部分，Mac mini 将于 今年晚些时候首次在美国生产。 据媒体报道，这是自 2013 年 Mac Pro 在美国本土生产失利后，苹果又一次将核心硬件生产线迁回美国的 ...

Image source: Getty Images. 1. AI will benefit sticky cybersecurity stock CrowdStrike The latest artificial intelligence (AI) models are capable enough that it's fair to wonder whether they can begin to threaten, or even outright replace, many of the traditional software products out there. Many of the software-as-a-service (SaaS) stocks were market darlings for years due to their exceptional margins and growth. AI hasn't meaningfully impacted many software companies yet, but recent demonstrations by Anthro ...

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. Follow Insider Monkey on Google News. "Everyday I hear that the whole business is going away. I don't believe that ServiceNow, with Bill McDermott buying a big slug coming up on Feb 27th. . . While we acknowledge the potential of NOW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are l ...

We're back on Morning Trade Live. Let's focus on Workday. The SAS SAS apocalypse continues for the stock today, hitting a new 5-year low after earnings disappointed.Workday is down more than 30% this month. It's down more than 55% from last February's 52- week high. We are trading lower by 2.5% right now at 127 bucks and change.So, that's the focus of the morning trade. Joining us now for a closer look is my co-host Marley Kaden. Very good morning to you, Marley.Obviously, we were talking about these number ...

Palantir Technologies Inc. (NASDAQ:PLTR) is one of the Best Stocks to Buy and Hold For the Next 3 Years. On February 18, Palantir Technologies Inc. (NASDAQ:PLTR) announced its partnership with Rackspace Technology to accelerate enterprise deployment of Palantir’s Foundry platform and Artificial Intelligence Platform. ​Management noted that this strategic collaboration is aimed at faster production of AI-ready use cases, particularly for industries that are highly regulated and need data sovereignty and c ...