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Monday, 17 March 2025

CoreWeave's upcoming IPO in a soft IPO market serves as a bellwether for both the tech industry and how the public market perceives AI in the years ahead (Rachyl Jones/Semafor)

Rachyl Jones / Semafor:
CoreWeave's upcoming IPO in a soft IPO market serves as a bellwether for both the tech industry and how the public market perceives AI in the years ahead  —  The Scene  —  One cloud computing company is trying to cut through the economic noise to become a herald of the artificial intelligence …



from Techmeme https://ift.tt/kBK4rgA

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Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025; Morgan Stanley SaaS index is down 15% so far in 2026 (Ryan Vlastelica/Bloomberg)

Ryan Vlastelica / Bloomberg : Anthropic's Claude Cowork launch has revived fears about disruption that weighed on SaaS stocks in 2025...