Anthropic's Claude Code is taking over, and this AI stock could be a big winner

Agentic AI could bring about a major shift in the data center.

Figma partners with Anthropic to turn AI-generated code into editable designs

Figma has been caught in the software stock sell-off that has sent names like Salesforce, ServiceNow and Intuit plummeting.
Seeking Alpha

Alphabet Is Diving Feet First Into AI Coding

Alphabet will be reporting Q2'25 earnings on July 23, 2025; I expect strong, margin-accretive revenue growth for Alphabet in Q2’25, forecasting $93.75B revenue and $2.25 EPS. AI compute capacity, ...

Snowflake thinks AI coding agents are solving the wrong problem

As coding agents stumble in production, the battle for enterprise AI is shifting to the governed data layer. AI coding agents ...

Coding to become obsolete? Aditya Agarwal, ex-Dropbox CTO, shares heartfelt message on Anthropic's Claude Cowork — top experts respond

Anthropic Claude AI coding experience: Former Dropbox CTO Aditya Agarwal shared a profound experience coding with Anthropic's ...

How exposed are software stocks to AI tools? We put vibe-coding to the test

How real is the AI threat to software companies? CNBC put it to the test by vibe-coding a Monday.com replacement.
The Globe and Mail

This Small-Cap Growth Stock Has Been Hit Hard By the Rise of Artificial Intelligence. But It Could Turn Into a Vibe Coding Giant.

Smart marketing has benefited this company's core business, enabling it to benefit from scale. The stock currently trades for a very low earnings multiple on fears of AI disruption. Artificial ...
Investing

Anthropic acquires developer tool startup Bun to scale AI coding

Dec 2 (Reuters) - Artificial intelligence startup Anthropic said on Tuesday it has acquired Bun, which helps developers run and manage codes more effectively, as the Claude maker looks to boost the ...