Selloff in Software Stocks Is Just Getting Started as AI Threatens the Business Model скачать в хорошем качестве

Selloff in Software Stocks Is Just Getting Started as AI Threatens the Business Model

Breaking News: The selloff in software stocks may be just getting started, as investors confront a deeper, structural risk: AI is beginning to cannibalize traditional software services. In this video, we break down: Why the recent weakness in software stocks is not just about earnings How AI is disrupting and replacing core software services and workflows Why pricing power, subscriptions, and consulting revenue are under threat How rising AI infrastructure costs are pressuring margins at the same time Why investors are rethinking long-term valuations across the software sector For years, software companies benefited from predictable, high-margin business models built on licenses, subscriptions, and upgrades. AI changes that equation. One AI-driven platform can now replace multiple tools, compress pricing, and reduce the need for ongoing services. At the same time, companies are spending heavily on AI infrastructure—data centers, chips, cloud capacity—without clear visibility on returns. The result is a dangerous combination: higher costs and potential revenue erosion. As stocks break key technical levels, selling is becoming more mechanical, with ETFs, momentum funds, and risk models forcing exposure lower. This suggests the move could extend beyond a short-term pullback. 👉 Subscribe for breaking tech and market analysis 👉 Like & share to stay informed 👉 Comment below: Will AI ultimately expand software profits—or permanently disrupt the business model? Tags / Hashtags: #BreakingNews #SoftwareStocks #AI #TechSelloff #SaaS #ArtificialIntelligence #StockMarket #Investing #Markets