Fears that artificial intelligence (AI) will rapidly disrupt software companies have been overdone, according to JPMorgan.

The massive decline in software stocks, dubbed the "SaaS Apocalypse," has left many names deeply in the red during 2026. However, three software names are expressing confidence going forward, ...

Cybersecurity and software names have sold off heavily in recent weeks as investors fretted about potential disruption from artificial intelligence.

Software has quietly become the profit engine of the modern market, even as headlines fixate on hardware and chips. While some high‑growth names have stumbled, a growing cohort of software companies ...