|
Feb 19
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
The 2026 Software Stock Sell-Off: AI Disrupti...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Jim Cramer Discusses Salesforce (CRM) Stock
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
LONG
|
Gil Luria
Technology Strategist at D.A. Davidson
|
Software stocks have underperformed the broader market by the widest margin since 2000. Luria notes MSFT, NOW, SNOW, and DDOG are trading at attractive valuations relative to growth. Newman highlights CRM and NOW are proving AI is an accelerator, not a displacer. The market is pricing in "obsolescence risk" (AI replacing software), but the counter-narrative is that AI is a "labor enhancer." These companies provide the essential infrastructure for AI (MSFT/SNOW) or the "rules and rails" of business (CRM/NOW) that cannot be easily replaced by LLMs. LONG. The sell-off is a tactical opportunity to buy high-quality compounders at depressed multiples. If "Agentic AI" actually begins replacing seat-based SaaS licenses faster than anticipated. |
Bloomberg Markets
Bloomberg Surveillance 2/18/2026
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Founders Behind Martech Cos Rapt (Microsoft) ...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce.com (CRM) Earnings Expected to Gro...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
New Survey from Accounting Seed Reveals Gap B...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
G2 Announces 2026 Best Software Award Winners
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
LONG
|
Michael Batnick
Managing Partner, Ritholtz Wealth Management
|
Software stocks like Salesforce and ServiceNow have crashed recently due to fears that AI will replace their business models (the "AI killing SaaS" narrative). The market is over-extrapolating. Enterprise buyers don't just buy software for features; they buy it for "career risk" management (i.e., "You don't get fired for buying Salesforce"). Incumbents have distribution, data, and support teams that a "vibecoded app" created over a weekend cannot replicate. Michael bought these stocks during the drawdown, viewing the valuation compression as an overreaction to the AI threat. The stocks could remain "dead money" for years if the market refuses to re-rate them higher, or if AI actually does erode their seat-based pricing models faster than anticipated. |
The Compound News
Is AI a Mistake? | Animal Spirits 452
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Opkey Introduces Design Studio Suite of Agent...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
REI Systems Launches REINA AI, a Governed-by-...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Top AI Software Stocks Poised for Growth
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
AcuityMD Announces AcuityMD for Salesforce on...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
1 Reason DigitalOcean's Growth Could Accelera...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Adobe Stock Drops 26% as Wall Street Question...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Exclusive Thought Leadership Event TLFT 2026 ...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
BTIG Maintains Buy on Salesforce, Lowers Pric...
|
|
Feb 18
|
|
$187.79
$187.79
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Assessing Salesforce (CRM) Valuation As AI Pa...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce.com (CRM) Stock Falls Amid Market ...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
SHORT
|
Narrator
Financial Reporter
|
The narrator explicitly states, "Look at the stock slides of companies like Salesforce, Charles Schwab and Blue Owl. Investors are concerned that AI might be able to replicate their offerings soon." This is the "Obsolescence Discount." As AI agents (like the Altruist tool mentioned) automate complex tasks like tax strategy and customer relationship management, the moats of legacy "System of Record" companies and human-heavy wealth managers evaporate. The market is repricing these firms from "growth compounders" to "distressed assets." SHORT. The narrative has turned; every new AI capability release will act as a negative catalyst for these stocks. AI integration by these incumbents could prove successful, proving they can adapt rather than die. |
Bloomberg Markets
Are AI Fears Triggering a Stock Market Doom L...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Paycom, AppLovin, Braze, Salesforce, and Elas...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Everyone is Talking about the SaaSpocalypse, ...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Is Salesforce Stock a Buy After Falling 30% T...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce AI Push With Asymbl And Layoffs Me...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Investor Dan Ives says the tech selloff that ...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
UBS Maintains Neutral on Salesforce, Lowers P...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce (Informatica) Named a Leader in th...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
How REITs Became The Safe Haven Trade In The ...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Anthropic Has Another New Model—Software Stoc...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce Likely to Post 'Uninspiring' Q4 Re...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Morgan Stanley upgrades Veeva after 45% plung...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Software stock bulls are still making a letha...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce vs. Oracle: Which Cloud Software S...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
SHORT
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"The revenues from all these companies are basically going to get back in and reinvested in the mega caps... I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." AI drastically lowers the barrier to entry for software creation. Companies will stop paying premium subscriptions for "System of Record" software (Salesforce, Atlassian, Intuit, Adobe, Workday) when they can build bespoke internal solutions for a fraction of the cost using AI. This leads to a structural collapse in B2B SaaS revenue. Short legacy B2B SaaS providers on bounces. AI adoption slows down, or these legacy companies successfully pivot to becoming essential AI platforms themselves. |
1000x Podcast
AI Capex Meets SaaS Apocalypse, 18-Month Bear...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Atrium Surpasses $1 Billion Customer ROI Goal...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Asymbl Announces Expanded Collaboration with ...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
J.P. Morgan Research Says: 'Broken Logic' Is ...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
SHORT
|
Anchors (Citing Goldman Sachs Note)
|
Goldman Sachs released an "AI Basket" note categorizing tech stocks into "Defensive" and "Vulnerable." The market is moving to "Second-Order" AI thinking. - Longs: Companies providing essential security and infrastructure that AI *requires* (CrowdStrike, Palo Alto, Oracle, Microsoft). - Shorts: Companies where AI *replaces* the core seat-based function or reduces billable hours (Salesforce, DocuSign, Accenture/Consulting). Pair trade: Long the Infrastructure/Security layer, Short the Legacy SaaS/BPO layer. "Vulnerable" companies successfully pivot to AI-agent revenue models faster than expected. |
Bloomberg Markets
Anthropic’s Pentagon Talks Snag, Pound Falls ...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Stock Pickers See Their Moment to Shine in Ma...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Mizuho Maintains Outperform on Salesforce, Lo...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Oppenheimer Maintains Outperform on Salesforc...
|
|
Feb 17
|
|
$184.29
$187.79
+1.9%
|
SHORT
|
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
|
"In the next three years, I guarantee you that a lot of people are getting rid of Salesforce because they've just built their own internal tools." The "SaaS Apocalypse." AI allows companies to build bespoke "System of Record" tools in-house rather than paying expensive per-seat licensing fees. This creates a secular downtrend for B2B SaaS companies that rely on high switching costs that AI is now eroding. Short legacy SaaS providers. (Tactical note: Do not short in the hole; wait for 15-20% rallies/bounces to enter shorts). Institutional inertia; companies may be slower to switch off legacy systems than anticipated. |
1000x Podcast
Bitcoin Is Either Going To Zero Or A Million
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Why Analysts Still See Big Upside in Salesfor...
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce Leans Into AI With Cimulate Deal A...
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
5 Software Stocks That Look Too Cheap to Igno...
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
ServiceNow Inc (NOW) Draws Analyst Attention ...
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce Inc (CRM) Strengthens Outlook with...
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Goldman Launches AI-Resilient Trade Basket
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Big Software Stocks Sell Off on AI Fears -- W...
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
Salesforce Isn't Going Anywhere. The SaaS Apo...
|
|
Feb 16
|
|
$189.72
$187.79
-1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - CRM
The AI Market Crash Is Just Getting Started
|