J.P. Morgan suggests selling CRM puts to target-buy Salesforce amid AI fears, elevated volatility and a $50B buyback.

Large language models are advancing rapidly, delivering AI agents and enabling the creation of lightweight, task-specific applications in days rather than months. Read more here.

Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big ...

The rise of AI has sown doubt within public equity markets about the software industry’s long-term viability. What might that mean for software equity investors and credit investors and lenders?In ...

Software stocks continue to sell off as artificial intelligence (AI)–related fears disrupt the broader market (^DJI, ^IXIC, ^GSPC). Citi head of US equity strategy Scott Chronert sits down with Market ...

The Investment Committee debate the software volatility and how you should position your portfolio. Head of Minneapolis teachers union tells Al Jazeera elected officials are in anti-ICE signal chats ...

The Investment Committee debate the software volatility and how you should position your portfolio. Got a confidential news tip? We want to hear from you. Sign up for free newsletters and get more ...