FICO is a viable buy due to its durable business model, pricing power, and data advantages, despite not being dirt cheap.
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The Market Is Green… So Why Are Software Stocks Crashing?
Dividend TalksApr 10, 2026
The creator discusses a significant sell-off in software stocks, contrasting it with the strength in other tech sectors like semiconductors and AI infrastructure. The primary driver appears to be a growing market concern that AI advancements, particularly from companies like Anthropic, might disrupt or even harm traditional software businesses, leading to a re-evaluation of their valuations.
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Tickers discussed in this post
Service Now may be an opportunity as AI could strengthen its workflow automation platform rather than replace it.
Microsoft is mentioned as an example of a software company facing existential questions due to AI.
Fortinet is down, reflecting the broader impact of AI disruption fears on cybersecurity stocks.
Palo Alto Networks has a reasonable setup but not the most attractive risk-reward due to its valuation.
CrowdStrike is down significantly, showing the negative effect of AI disruption fears on cybersecurity firms.
Palantir is down significantly, indicating the impact of AI disruption fears on software and cybersecurity stocks.
Oracle is down significantly from its highs, reflecting the broader software sector's weakness.
Intuit is down significantly from its highs, showing the severe impact on software stocks.
Salesforce is red, highlighting its participation in the software sector's decline.
Adobe is weak, indicating it's part of the broader software sector sell-off.
ServiceNow is being crushed, reflecting the broader software sector's significant downturn.
Meta continues its strong performance, contributing to the overall tech sector's resilience.
Google is performing flat, indicating stability amidst software sector weakness.
Amazon is performing strongly, with its CEO's comments on AI demand being a key factor.
Nvidia is mentioned as performing well, indicating strength in the semiconductor sector.
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