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About to The Saaspocalypse Continues
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About to The Saaspocalypse Continues

SaaS-apocalypse narrative triggered a dramatic software selloff, erasing roughly $400 billion in market value. The debate centers ... AI is changing enterprise software, but the idea that it will simply replace SaaS misses the bigger issue: AI is only as useful as the ... Two trillion dollars vanished from SaaS market caps in a month, and suddenly "per-seat pricing" looks like dial-up internet. In this episode of Being Exponential, Luke Lango breaks down the massive shifts happening across technology, markets, and ... In this episode, Mansoor Narker, Senior Investment Analyst, is joined by Andrew Headley, Portfolio Manager of the Nedgroup ... In this episode, Informa TechTarget's Sabrina Polin and TechTarget journalist Don Fluckinger explore the so-called ...

A "research memo" set in 2028 made a splash in tech and investor circles and moved markets (at least, for one day). Part thought ... The start of the year has been an absolutely brutal one for software companies. There's a big fear that the rise of AI and advanced ... Full transcript: Your inbox is full of AI pitches, but your ... CNBC's Deirdre Bosa joins 'Money Movers' to discuss why tech earnings are falling, In February 2026, something happened that Wall Street had never seen before. Not a recession. Not a rate shock. Not a fraud ... This week, we discuss Wall Street's software-stock sell-off and a viral essay on X about the potential for widespread job ...

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In this episode, we tackle one of the most violent market repricings in recent tech history: The End of On February 3rd, 2026, Anthropic released Claude Cowork — and the global IT market never recovered its confidence. Trading Course for Beginners: Trading Mentorship: Public ... In an exclusive interview with CNBC, Philipp Herzig, the CTO at SAP remains positive that AI will positively transform software ...