Are Software Stocks Being Eaten By AI?
The market seems to think you should sell software stocks first and ask questions later. Large enterprise SaaS companies like Intuit $INTU, Salesforce $CRM, ServiceNow $NOW, and Adobe $ADBE are selling off like mad while the market hits new highs. The current narrative is that AI will destroy software. Who needs to pay for a CRM platform when you can just "vibe code" your own, right? Well, not exactly. As always, there is a lot of nuance here. Let's take a look at the five software stocks investors are most worried about.
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The skinny
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