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Software Stocks Suffer on Fears of AI Disruption

Companies like Salesforce, Adobe and ServiceNow are among the worst performers in the S&P 500 this year, as investors worry about the impact AI could have on demand for their products. Bloomberg’s Ryan Vlastelica joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Companies like Salesforce, Adobe and ServiceNow are among the worst performers in the S&P 500 this year, as investors worry about the impact AI could have on demand for their products. Bloomberg’s Ryan Vlastelica joins Caroline Hyde on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @bwill2663

    August 26, 2025 at 4:16 pm

    apld

  2. @MonopolisticInvestor1

    August 26, 2025 at 4:37 pm

    Me analyze servicenow

  3. @nate_azevedo

    August 26, 2025 at 5:12 pm

    Anyone working as a software developer or data scientist can tell you the truth. AI cannot do any of what he just claimed. Not sure how that hasn’t gotten around to CEO’s / investors.

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Bloomberg Technology

SpaceX-Tesla Combination ‘Extremely Tangible,’ Ferragu Says

Pierre Ferragu, managing director at New Street Research, examines the prospect of combining SpaceX with Tesla Inc. Elon Musk openly endorsed the idea Tuesday, saying the boards of both companies had formed special committees of independent directors to consider the proposal. He speaks on Bloomberg Television. ——– Like this video? Subscribe to Bloomberg Tech on…

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Pierre Ferragu, managing director at New Street Research, examines the prospect of combining SpaceX with Tesla Inc. Elon Musk openly endorsed the idea Tuesday, saying the boards of both companies had formed special committees of independent directors to consider the proposal. He speaks on Bloomberg Television.
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Bloomberg Technology

What Could a Combination of SpaceX and Tesla Look Like?

Elon Musk said SpaceX and Tesla Inc. have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get the…

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Elon Musk said SpaceX and Tesla Inc. have formed special committees to explore a potential merger, a preliminary step toward what would rank as the largest corporate tie-up of all time. Ed Ludlow reports.
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Bloomberg Technology

Musk Says SpaceX, Tesla Merger Makes Sense

Elon Musk says combining SpaceX and Tesla makes sense. “There’s a lot to be gained from cooperating on developing superintelligence software,” he said during the SpaceX earnings webcast on Tuesday. Musk, who is chief executive officer of both companies, says he won’t take part in any committee discussions about the idea. ——– Like this video?…

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Elon Musk says combining SpaceX and Tesla makes sense. “There’s a lot to be gained from cooperating on developing superintelligence software,” he said during the SpaceX earnings webcast on Tuesday. Musk, who is chief executive officer of both companies, says he won’t take part in any committee discussions about the idea.
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