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Thursday, 27 March 2025

Starboard Value nominates three directors including its CEO, Jeff Smith, to Autodesk's board, rekindling its proxy battle with Autodesk over margin concerns (Arsheeya Bajwa/Reuters)

Arsheeya Bajwa / Reuters:
Starboard Value nominates three directors including its CEO, Jeff Smith, to Autodesk's board, rekindling its proxy battle with Autodesk over margin concerns  —  Starboard Value on Wednesday nominated three directors including its chief executive and founder, Jeff Smith, to Autodesk's (ADSK.O) …



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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...