More than 50% of enterprise software could switch to AI, Mistral CEO says

Market Intelligence Analysis

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Why This Matters

The CEO of Mistral suggests that over 50% of enterprise software could potentially switch to AI, which could impact software as a service (SaaS) business models, leading to recent stock sell-offs.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
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.

Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.

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Original article published by CNBC on February 18, 2026.
Analysis and insights provided by AnalystMarkets AI.