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Nanalyze

Nanalyze
Veröffentlicht: 2026-01-31
© Nanalyze
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GratisNeu
404 Folgen
Audio
Anhören auf Apple Podcasts
Veröffentlicht: 2026-01-31
© Nanalyze
Aktuelle Folge
Are Software Stocks Being Eaten By AI?

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 c
Länge: 16:58
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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.
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/b5M9Yml1ukg.
Folgen-ID: 1000747485350
GUID: 13d22d28-0e50-4173-8fa1-0545183e11e0
Erscheinungs­datum: 31.1.2026, 19:00:13

Beschreibung

Nanalyze is a media and research firm founded by finance professionals with decades of experience. We share insights about disruptive technology stocks in a language that is future-proof and easy to understand.
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