
Software stocks, generally, took a bit of a tumble earlier in 2026, prompting a brief, but noticeable, existential crisis among several mid-level CFOs. The worry? That AI might, you know, disrupt things. (Which, from the perspective of a sufficiently advanced AI, is probably what it’s supposed to do.) Even after that initial shudder, some AI-related companies remain priced as though they’ve discovered the secret to perpetual motion – a claim usually accompanied by a detailed explanation involving hamsters and very small turbines. Wall Street, in its infinite wisdom (and occasionally, its abject terror), is starting to suggest that a further decline is… plausible. Specifically, two stocks are drawing particular scrutiny.