The AI End for Software and Services Stocks Isn't Nigh. Companies Are Fighting Back.
Barrons·2026-02-19 19:09

Core Insights - Earnings reports from DoorDash, Figma, and Moody's indicate that concerns regarding AI disruption may be exaggerated [1] Group 1: Company Performance - DoorDash reported strong earnings, suggesting resilience in its business model despite AI-related fears [1] - Figma's performance highlights continued demand for design tools, indicating that AI is not significantly undermining its market position [1] - Moody's results reflect stability in the financial services sector, further supporting the notion that AI disruption is not as severe as anticipated [1] Group 2: Industry Implications - The overall performance of these companies suggests that the impact of AI on various industries may be more nuanced than previously thought [1] - The resilience shown by these firms could indicate a potential for growth and adaptation in the face of technological advancements [1] - The findings challenge the narrative that AI will lead to widespread disruption across all sectors, suggesting a more balanced view of technology's role in business [1]

The AI End for Software and Services Stocks Isn't Nigh. Companies Are Fighting Back. - Reportify