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SaaS company valuations in the first week of February 2026 saw a massive selloff. In seven days, over $1 trillion in market capitalization was erased from software stocks. The selloff was triggered by the incredible pace of AI agent innovation because the market is betting on a massive shift of how work gets done and […]
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After three years of genAI investment, the CEOs of public companies have begun disclosing the investments and impact on their companies. We examined the Q3 2025 earnings transcripts of 20 public companies in retail, financial services, and manufacturing — including Walmart, Bank of America, Capital One, Lowe’s, Thermo Fisher Scientific, and Kraft Heinz — and […]
