Michael Burry: "Anthropic is Eating Palantir's Lunch"
Michael Burry warns: Anthropic’s easy, cheap AI is outpacing Palantir, which may lose private business despite gov’t contracts.
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Workday Beats Q4 Expectations But Cautious 2027 Outlook Sparks Stock Plunge
Workday forecasts $9.93B–$9.95B subscription revenue for 2027 (below $10B estimates) as companies slow tech buys. Shares fall 9% despite solid Q4 beat; Anthropic AI news sparks $830B sector selloff.
The 2028 Intelligence Crisis: Why AI Success Could Be the Market’s Nightmare
A viral research report paints a scary AI future with high unemployment and crashing markets despite productivity gains. Software and payments stocks tank as investors react to the "what if AI success is bad?" scenario.
Jefferies Slashes Ratings on Four Software Stocks Amid AI Concerns
Jefferies downgraded Workday, DocuSign, Monday.com, and Freshworks to Hold due to AI risks hitting app software hard.
Workday CEO Shakeup: Co-Founder Aneel Bhusri Returns to Lead AI Push
Workday announces immediate CEO change as co-founder Aneel Bhusri replaces Carl Eschenbach to lead company's AI transformation. Stock drops 5% on news.
ServiceNow Plans $1B+ Acquisition of Identity Security Startup Veza
ServiceNow is close to acquiring Veza for over $1B, aiming to boost its identity security capabilities across users and machine accounts.