AI fears are dragging traditional IT stocks lower. But beneath the noise, a new set of infrastructure and platform players is riding the AI spending wave. Here’s where the real play may be building.

AI coding agents are reshaping how developers write, debug, and maintain software in 2026. The debate around Claude Code vs ChatGPT Codex highlights two distinct philosophies: local-first reasoning ...

Figma and Anthropic are partnering on AI coding tools that integrate Claude Code. Software stocks have sold off as AI tools threaten to upend the industry. Figma reports earnings Wednesday. The stock ...

eSpeaks’ Corey Noles talks with Rob Israch, President of Tipalti, about what it means to lead with Global-First Finance and how companies can build scalable, compliant operations in an increasingly ...

In recent years, AI has transformed software development. More code is written by AI tools (paywall), and those tools enable human developers to produce more code, faster, too. This year, a different ...

In 2024, Stanford researchers let loose five AI models — including an unmodified version of OpenAI’s GPT-4, its most advanced at the time — allowing them to make high-stakes, society-level decisions ...

In a move to stay ahead of the widespread investor concerns of artificial intelligence applications displacing creative design software, Figma (FIG) has partnered with Anthropic (ANTHRO), a leading AI ...

The Jefferies AI Risk Basket has fallen 24% this year due to market concerns and realized declines in stocks perceived as exposed to disruption risks from artificial intelligence, as per Jefferies' ...

On The Vergecast: How vibe coding took off, how carefully you should guard your email, and how soon you should upgrade your phone. On The Vergecast: How vibe coding took off, how carefully you should ...

Claude Code's creator is warning that job titles across the US are set to transform. He says some will rapidly change this year. Anthropic's AI agent, which just received an update, is getting better ...

Cybersecurity stocks dropped for a second day as the threat of AI loomed large with Anthropic's latest AI tool that can scan code for vulnerabilities. Investors are worried new artificial intelligence ...

The warning signs are piling up for anyone still working as a software engineer in 2026. In a recent episode of former Airbnb guy Lenny Rachitsky’s tidily-named audio show, “Lenny’s Podcast,” the ...