Are Software Stocks Being Eaten By AI?

Описание: The market seems to think you should sell software stocks first and ask questions later. Large enterprise SaaS companies like Intuit $INTU, Salesforce $CRM, ServiceNow $NOW, and Adobe $ADBE are selling off like mad while the market hits new highs. The current narrative is that AI will destroy software. Who needs to pay for a CRM platform when you can just "vibe code" your own, right? Well, not exactly. As always, there is a lot of nuance here. Let's take a look at the five software stocks investors are most worried about.

RESEARCH PIECES USED IN THIS VIDEO:
1. Is It Finally Time to Dump DocuSign Stock?
https://www.nanalyze.com/2024/06/conc...
2. Is ServiceNow the Best Big SaaS Stock?
https://www.nanalyze.com/2024/06/serv...

CHAPTERS:
00:00 Intro
00:24 Which five software stocks are investors worried about?
01:54 Four possible outcomes
03:26 Building good software isn't easy
05:10 How to tell who's really 'doing AI'
06:06 Initial thoughts on five software stocks
06:58 The problem with DocuSign
09:48 Is Salesforce capitalizing on AI?
11:42 ServiceNow continues to grow
12:34 Intuit may face disruption
14:43 Final thoughts on five software stocks

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