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Software selloff sparked by AI sets stage for potential big year of M&A, investors say
Market Intelligence Analysis
AI-Powered
Why This Matters
Software companies are experiencing a selloff due to concerns about being displaced by AI, but investors see potential for a big year of M&A (mergers and acquisitions) in the sector.
Market Impact
Market impact analysis based on neutral sentiment with 70% confidence.
Sentiment
Neutral
AI Confidence
70%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
While much of the tech sector has rallied due to the AI boom, software vendors have been laggards on concern that they'll eventually be displaced.
Original article published by
CNBC
on January 22, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.