软件领域- 中小盘股覆盖范围内，应对人工智能颠覆的争议-Americas Technology_ Software_ Addressing AI Disruption Debate Across SMID Coverage

9 February 2026 | 5:26AM EST Equity Research AMERICAS TECHNOLOGY: SOFTWARE Addressing AI Disruption Debate Across SMID Coverage Software valuations have reset meaningfully as AI disruption concerns have moved to the center of the investment debate. In this note, we address those concerns directly for MongoDB, Rubrik, Nutanix and Procore – by applying a clear, repeatable AI Impact Framework to assess where AI is most likely to create risk versus opportunity. We evaluate each company across six focus dimensio ...