SAP: An Intriguing Way To Play The Software Sell-Off
Industry Overview - Software stocks have been underperforming for several months, raising concerns about the impact of artificial intelligence on traditional software-as-a-service business models [1] - The introduction of AI technology is significantly altering the landscape of code writing, which may disrupt established software companies [1] Company Insights - Even well-established companies in the software sector have experienced substantial declines in stock performance due to these market shifts [1]