MarketPulse

software stocks

63 articles
The Motley FoolThe Motley Fool··Brett Schafer

Software Stocks Offer Value Amid AI Disruption Concerns

Wix.com and Adobe offer value despite AI disruption concerns, with solid fundamentals and growth potential positioned as resilient software plays for investors.
WIXADBEAI disruptionvaluation opportunity
The Motley FoolThe Motley Fool··Adam Levy

Software Stocks Hit 30% Decline Amid AI Disruption Fears

Software stocks plunged 30% since October on AI disruption fears, but major players like Microsoft and Adobe maintain competitive advantages and trade at discounts to historical valuations.
MSFTADBEIGVTEAMvaluation compressioncloud computing
Investing.comInvesting.com··Zacks Investment Research

Software Firms With Entrenched Markets Show Resilience Against AI Disruption

Software firms with entrenched markets and high switching costs—like Cloudflare, AppLovin, and MongoDB—show resilience against AI disruption, offering investment opportunities amid sector volatility.
APPNETMDBinfrastructureAI disruption