New Markets
Monday, 6/29, 03:43 PM
AI Didn't Kill Software After All as Beaten-Down SaaS Stocks Recover
- Software stocks sold off hard this year on fears that AI would make them obsolete.
- Now many are recovering — as investors conclude the incumbents are more likely to sell AI than be killed by it.
- It's a useful case study in how markets often confuse disruption with extinction.