Morgan Stanley analysts are pushing back on the software sector’s reaction to the rise of managed AI agents, arguing that the selloff in cloud infrastructure stocks misreads how the technology ...

AI agents are now operators, acting on their own accord without the need for a human manager to lead the way. These ...

Are AI agents employees or tools? A Microsoft exec suggested they're new paid "seats," a shift that could reshape SaaS ...

Investors scrolling their feeds this morning are shocked by today’s carnage in enterprise software stocks. Social media chatter has blamed routine insider stock sales for Cloudflare‘s (NYSE:NET) ...

Anthropic PBC today launched Claude Managed Agents, a cloud service that customers can use to build artificial intelligence ...

Amid rapid enterprise growth, Anthropic is trying to lower the barrier to entry for businesses to build AI agents with Claude ...

Microsoft executives envision a future where numerous AI agents will be integrated into business operations, prompting the ...

The latest revenue projections and updates from Anthropic revived investor fears of an AI day of reckoning coming for ...

AI agents that can execute tasks end-to-end are beginning to reshape SaaS, raising questions on pricing, margins, and the ...

Let's be honest, most SaaS updates today are still "smarter features." Better dashboards, improved AI summaries and predictive filters that shave off seconds from workflows. They're helpful, but … ...