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Akamai Technologies (AKAM) fell 16.6%, Cloudflare (NET) dropped 13.5%, and DigitalOcean Holdings (DOCN) slid 13.4% after Anthropic launched Claude Managed Agents, which bundles code execution, ...

The sell-off in software-as-a-service (SaaS) stocks could be creating a generational buying opportunity in the group. At least this is the view of Thoma Bravo, which is widely regarded as one of the ...

A significant sell-off in software stocks has been triggered by investor concerns that powerful new AI coding tools from Anthropic PBC and OpenAI LLC could disrupt the industry. While the sell-off may ...

The software sector (IGV), (IGPT), (XSW) has experienced a “stunning” valuation collapse in early 2026, but Gregg Moskowitz, senior enterprise software analyst at Mizuho, sees selective buying ...

The “SaaSpocalypse” of earlier this year—based on the notion that powerful AI models will soon make companies selling ...

In a recent presentation, Thoma Bravo noted that SaaS stock fundamentals have moved in the opposite direction from their valuations. It noted that fundamentals are improving with about 20% annual SaaS ...

Sat, April 11, 2026 at 3:33 PM UTC Anthropic launched Claude Managed Agents in public beta on April 8. The service hands developers a full production stack -- sandboxed code execution, checkpointing, ...