Software stocks have entered a bear market due to concerns that artificial intelligence will disrupt the industry. Nvidia CEO Jensen Huang says the current pressure on software stocks is "the most ill
Investors can take a breather and assess whether there are opportunities to buy some beaten-down software stocks, after what some analysts believe was “indiscriminate” selling.
Since ChatGPT's debut three years ago, warnings of AI-driven industry disruption have been constant. However, a combination of weak earnings, advancing models, and a new tool from Anthropic recently t
Penserra Capital Management LLC increased its position in shares of HubSpot, Inc. (NYSE: HUBS) by 54.9% during the undefined quarter, according to its most recent Form 13F filing with the Securities a
New AI tools from Anthropic sparked a broad sell-off in software and data stocks. Executives say fears are overblown, but analysts warn of margin and pricing pressure.
Financial-data stocks were big losers as investors worried about the threat AI poses to tools for modeling and analysis.
Moltbook reveals how autonomous AI agents are building software - and why legacy SaaS models are at risk.

Why Software Is Facing A Market Sell-Off

03:40pm, Wednesday, 04'th Feb 2026
CNBC's Michael Santoli breaks down why software stocks are facing a sell-off, what Anthropic's Claude may be capable of and how this can impact the broader tech sector.
Anthropic released plugins for its Claude Cowork AI agent the company claims can automate dozens of tasks, including plugins for customer service, product management, marketing, legal and data analysi
GoingClear founder Paul J. Scott shares insights on B2B growth strategy and HubSpot CMS adoption in a featured interview with DesignRush.

HubSpot: Out Of Favor, But Staying Bullish

09:08am, Friday, 30'th Jan 2026
HubSpot (HUBS) has suffered a 65% stock decline amid AI disruption fears, despite maintaining strong growth and margins. HUBS trades at all-time low multiples (~4.3x forward revenue), with the market
Bank of New York Mellon Corp reduced its stake in shares of HubSpot, Inc. (NYSE: HUBS) by 4.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exch
HubSpot, Inc. (NYSE: HUBS - Get Free Report)'s share price hit a new 52-week low on Thursday after BMO Capital Markets lowered their price target on the stock from $465.00 to $385.00. BMO Capital Mark
CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, the customer platform for scaling businesses, announced today that it will report its fourth quarter and full year 2025 financial results after the U.S. fin

Bear of the Day: HubSpot (HUBS)

05:01am, Monday, 26'th Jan 2026
Despite its established position as a CRM leader for small-to-medium-sized businesses, HubSpot currently faces a challenging crossroads. With the emergence of powerful, AI-driven alternatives, HubSpot
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