Software Stocks Under Pressure: AI-Driven Obsolescence Concerns
ByAinvest
Thursday, Feb 5, 2026 4:35 am ET1min read
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Global software stocks have crashed, with London's AI adopter stocks down 16% and US software stocks down 72% in the past year. Investors fear AI-related obsolescence and the emergence of AI-native startups and direct AI development from leading companies. AI is empowering businesses to build their own solutions, making incumbents look expensive and vulnerable to replacement. Some companies, like HubSpot and Salesforce, have seen their stock prices decline despite positive recent results.
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