Group 1 - Monday.com's stock dropped over 19% following the release of weak guidance amid concerns about AI disrupting the software business model [1] - The company projected revenue between $338 million and $340 million for the current quarter, below the $343 million expected by analysts [2] - For the full year, monday.com forecasted revenue between $1.452 billion and $1.462 billion, compared to a FactSet estimate of $1.48 billion [2] Group 2 - The iShares Expanded Tech-Software Sector ETF (IGV) has decreased by 22% this year, while monday.com shares have lost half their value [3] - During an earnings call, management defended the company's market position and emphasized new AI capabilities being implemented to enhance conversion and engagement [3]