‘SaaSpocalypse’ debate intensifies as software stocks swing wildly

Source: www.cnbc.com · Section: business-tech · Bias: Center-Right · Published: Fri, 07 Aug 2026 20:22:17 GMT

This week saw massive moves in both directions for software stocks, as investors try to figure out which names are best insulated from artificial intelligence.

Read the full article at www.cnbc.com →

The same story across the political spectrum (2 sources)

Center-Right: Atlassian shakes off ‘SaaSpocalypse’ as chief vows to spend $250mn buying shares — www.ft.com
Center: Palantir CEO Alex Karp Drops an 11 - Word Bombshell That Proves Artificial Intelligence ( AI ) Is Supercharging Software Stocks — fool.com

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