Software experiencing 'most exciting moment' as AI fears hammer the stocks

Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, "this is the most exciting moment we've ever had." Wall Street doesn't see it that way. The stock is down 17% in 2026 after starting the year with its steepest monthly drop since 2023. It's gotten caught up in a software swoon, as investors dump shares of companies that they worry will get displaced by the rise of artificial intelligence agents.The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, includ ...