By Matt Tracy and Saeed Azhar Feb 23 (Reuters) - Software companies are delaying debt deals as higher borrowing costs and tougher scrutiny from lenders weigh on the sector, at a time when mounting pressure from artificial intelligence threatens their business models,

Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

Cavalry offers motion graphics tools for designers, while MangoAI could help Canva provide tools for making new video ads.

Greg Coffey's Kirkoswald made a large bet against Oracle going into 2026, regulatory filings show.

When ChatGPT came out in November 2022, Eoghan McCabe was about a month into his second stint as CEO of Intercom, the customer service software company he had co-founded a decade earlier. Growth had ground to a near halt, and now he had another problem.

Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.

The Trade Desk’s SVP of Consumer Products says studios and streamers must evolve their approach and work with trusted partners who share their vision

IBM still profits from mainframes running decades-old COBOL systems. Anthropic says AI can migrate that software elsewhere.

A selloff in software stocks was picking up speed on Monday, with one popular exchange-traded fund tracking the space down more than 4% in recent trading. The State Street SPDR S&P Software & Services ETF was recently trading at $144.

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