cloud software
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AI-Driven Software Selloff Sets Stage for M&A Boom
Cloud software stocks are declining in 2026, with companies like Salesforce and Adobe down significantly. This sell-off is fueled by fears that AI agents will disrupt enterprise software by automating tasks. Mid-sized companies are exploring financing and potential acquisitions by private equity. While some see buying opportunities, “seat-based” application providers are considered vulnerable. Companies are rushing to integrate AI, but investor confidence remains shaky, suggesting a wave of acquisitions and strategic shifts are likely.
