Story
Why software stocks are getting pummelled
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1 website
1 discussion
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Overview
SAP projected a slight deceleration in its cloud-based software business for 2026, leading to a 15% drop in its share price. ServiceNow's share price fell by 13% despite reporting revenue growth in the latest quarter.
Summary from economist.com.
Report summaries: 1 not verified.
Community analysis available for 1 of 1 linked discussions.
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Reports
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Community reactions
Each reaction summarizes sampled comments from the linked discussion.
Hacker News · economist.com
Historical count: 5 · 5 saved in sample · Historical sample
Analysis ready
Read this discussion’s reaction
Based on 5 sampled comments from this thread. Analyzed 2026-02-04.
- Praise: AI tools are enabling smaller teams to create unique, one-of-a-kind systems, which could revolutionize software development and reduce reliance on traditional SaaS companies.
- Concern: The perception that AI-generated code can replace the need for software engineers overlooks the ongoing complexities and costs associated with software development and maintenance.
- Concern: There is a growing AI weariness among users, suggesting that reliance on AI tools may not be as favorable as initially thought, impacting major players in the market.
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