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2026 › February › 06
AI
5 months ago
The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market sell-off.
Amazon cloud unit beats on revenue and profit as parent company ramps up AI spending ⊕⊕
Amazon is investing heavily to capitalize on artificial intelligence opportunities in the cloud.
Is the AI bubble popping itself? Software's break from the tech stock boom raises concerns ⊖
Many investors expect the sell-off has gone too far, saying agentic AI is unable to meaningfully hurt incumbents in the sector.
Qualcomm stock sinks 8% as company issues dire warning on memory shortage ⊖⊖
The chipmaker is grappling with a memory shortage hitting the entire industry as the AI data center buildout snaps up supply.
Anthropic launches Claude Opus 4.6 as AI moves toward a 'vibe working' era ⊕
Anthropic's latest AI model is better at coding, sustaining tasks for longer and creating high-quality professional work.
Altman lashes out at 'clearly dishonest' Anthropic ads as AI spat heats up ⊖
OpenAI recently announced plans to begin testing ads with some ChatGPT users.
How exposed are software stocks to AI tools? We put vibe-coding to the test ⊖
How real is the AI threat to software companies? CNBC put it to the test by vibe-coding a Monday.com replacement.
Anthropic launches new Claude model as AI fears rattle markets ⊖
Start-up describes Opus 4.6 as its ‘most capable’ model for businesses and knowledge work
Big Tech shares slide for third day with AI stocks under pressure ⊖
Nasdaq drops as recent high-flying companies pull market lower
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