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Dan Ives Can’t Get Enough of These 2 Software Stocks Despite ‘Armageddon’ Worries
Yahoo Finance· 2026-02-11 19:52
The so-called "software Armageddon" has arrived, and it is not being subtle about it. AI disruption fears have triggered a broad and brutal retreat across the sector, with Anthropic's recent launch of an automation tool for lawyers sending data service and software names tumbling in a single session. Jefferies has gone as far as calling it a "SaaSapocalypse," as growing conviction that frontier AI models from OpenAI and Anthropic could eventually replace entire categories of enterprise software fuels an ...