valuation pullback

2 articles
The Motley FoolThe Motley Fool··Keith Noonan

Nvidia CEO Signals AI Agent Boom Won't Crush Software Stocks

Nvidia CEO Jensen Huang argues agentic AI will strengthen rather than disrupt enterprise software, challenging bear thesis that has wiped $1.6 trillion in SaaS valuations.
NVDANOWCRMADBEIBM+1agentic AIAI agents
The Motley FoolThe Motley Fool··Keith Noonan

Duolingo Shares Lose Over One-Third of Value Amid Growth Strategy Shift

Duolingo stock plummeted 38% year-to-date after weak Q4 guidance and the company's shift to prioritize user growth over revenue, sparking investor concerns about near-term performance.
DUOLstock declineearnings guidance