What was once a stable and profitable tech business now faces an existential question: What happens if AI tools and agents replace business software?

Select Wall Street analysts think shares of Datadog and Atlassian are headed much higher in the next year.

Wall Street has been skeptical about software stocks for a while, but sentiment has gone from bearish to doomsday lately with traders dumping shares of companies across the industry as fears about the destruction to be wrought by artificial intelligence pile up.

I see it’s the organizations that make trust, documentation and automated policy enforcement part of their development pipelines that are the ones winning global confidence.

By Medha Singh and Saqib Iqbal Ahmed Feb 5 (Reuters) - Shares of U.S. software and data services companies extended their tumble for a seventh straight session on Thursday as investors worried that fast-advancing artificial intelligence tools could upend the sector.

Artificial intelligence is a fancy computer program that has to live somewhere.

The software sector in China has long been constrained by slower cloud adoption and a weaker appetite for recurring subscription fees Fears that increasingly capable AI agents pose existential threats to the traditional software business have rippled through global equity markets,

While the ‘software apocalypse’ strikes Wall Street due to fears over AI’s impact on the industry, vendors including cybersecurity giant CrowdStrike are well-positioned to see massive opportunities regardless of how AI disruption plays out,

Big Tech CEOs this week brushed aside worries that AI will evaporate the competitive moats of established software companies, even as those firms have seen their stocks plunge in a steep, months-long sell-off.

Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.