A number of stocks fell in the afternoon session after investor fears over artificial intelligence disrupting the software industry sparked a broad sell-off. The anxiety stemmed from the rapid adoption of new 'agentic AI' tools, which some investors believed could dismantle traditional Software-as-a-Service (SaaS) business models. This 'AI Panic' led to indiscriminate selling across the sector. The market move reflected growing concerns about the downside of the AI boom for established software companies.
Software is eating the world, and virtually no business is left untouched by it. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital.
But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 20.2% over the last six months. This performance is a stark contrast from the S&P 500’s 6% gain.
Each stock in this article is trading near its 52-week high.
These elevated prices usually indicate some degree of investor confidence, business improvements, or favorable market conditions.
Teladoc Health saw a serious boom during the COVID-19 pandemic, but with stagnant and declining revenue and a lack of profitability, this company looks like it might end up as a relic of a brief but bygone era.
A number of stocks jumped in the afternoon session after analysts suggested that the recent "SaaSpocalypse" sell-off had pushed valuations into deeply oversold territory, sparking a wave of opportunistic buying.
Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations.
However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
A number of stocks fell in the afternoon session after a broad sell-off in the software sector was triggered by mixed earnings from industry leaders SAP and ServiceNow.
In a landmark moment for the synthetic media landscape, London-based AI powerhouse Synthesia has reached a staggering $4 billion valuation following a $200 million Series E funding round. Announced on January 26, 2026, the round was led by Google Ventures (NASDAQ:GOOGL), with significant participation from NVentures, the venture capital arm of NVIDIA (NASDAQ:NVDA), alongside long-time [...]
As of January 27, 2026, Zoom Video Communications (NASDAQ:ZM) has defyed the "post-pandemic slump" narrative that once haunted its stock. Once dismissed as a temporary beneficiary of the 2020 lockdowns, Zoom has successfully reinvented itself into an AI-first "Work Platform" that competes head-to-head with legacy tech giants. The company is currently in focus following a [...]
Zoom Communications Inc (NASDAQ: ZM) is trading higher on Monday as investors take a fresh look at the company's early bet on AI startup Anthropic, which some Baird investment analysts now believe could be worth $2 billion to $4 billion. Here's what you may want to know.
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at 8x8 (NASDAQ:EGHT) and its peers.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q3. Today, we are looking at video conferencing stocks, starting with 8x8 (NASDAQ:EGHT).
Since the debut of ChatGPT, the world has viewed artificial intelligence primarily as a conversationalist—a digital librarian capable of synthesizing vast amounts of information into a coherent chat window. However, the release and subsequent integration of OpenAI’s "Operator" (now officially known as "Agent Mode") has shattered that paradigm. By moving beyond text generation and into [...]
Zoom trades at $86.21 and has moved in lockstep with the market. Its shares have returned 15.2% over the last six months while the S&P 500 has gained 11.1%.
As the calendar turns to January 2026, the honeymoon phase of the generative AI revolution has officially ended, replaced by the cold, hard reality of enterprise budgeting. Microsoft (NASDAQ: MSFT) has signaled a paradigm shift in its pricing strategy, announcing a global restructuring of its Microsoft 365 commercial suites effective July 1, 2026. While the [...]
Zoom Video Communications (ZM) presents a value investing case: priced below sector peers with a debt-free balance sheet, strong profitability, and steady growth.
