https://www.forbes.com/sites/tylerroush/2026/02/04/global-software-stock-selloff-oracle-adobe-more-fueled-by-anthropics-new-ai-tools/
This is on top of $50 billion loan problem to finance Open AI venture
6 replies (most recent on top)
@c2 its fear. AI already took stock market analysis, lawfirms, etc ;)
ORCL is now under $140. 62% off 52 week high !
OUCH !!!!
@a1
Kind of, its an oversimplification to think agents can do all. There is still governance, security, accountability. Apps will fundamentally change but the application layer is still needed
@a1 that silly plus agent our security liability so it’s not worth it at all.
And so it begins...
One day Oracle SAAS business could be replaced by Anthropic AI agents