"The agentic AI wave is already impacting the portfolios of investors, with the "SaaSpocalypse" wiping out north of $1 trillion of value in a ridiculously narrow timespan. Of course, if you just own the S&P 500, you probably only felt a few mild bumps in the road. While the software sell-off may be partially warranted, I do think there's a lot of fear, and with that, an opportunity for those willing to buy the dip in names that are prepared for the age of agents."
"Some software plays may be forced to move into agents after the bite to revenues has already been felt, but others have been ready for this moment for years, with data troves that can act as a solid defense from agents hungry to steal business. Either way, the agentic wave hit suddenly, and investors must know the implications. Of course, it's hard to know which firms are best equipped to unlock the power of agents and which might be left behind."
The agentic AI wave has caused acute declines across many software stocks, wiping out more than $1 trillion of value in a short period while the S&P 500 remained relatively stable. The software sell-off may be partially justified, but pervasive fear has created buying opportunities in companies prepared for agents. Some firms will pivot to agent capabilities after revenue pressure, while others already possess valuable data troves that defend against agent-driven disruption. Distinguishing genuine transformative potential from marketing claims remains difficult, especially in enterprise software where retail investors have limited exposure. An AI-focused ETF offers a way to gain targeted exposure to agentic innovation.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]