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.
Cloud software stocks have started this year where they left off in 2025: sell-off mode.
The continued downward spiral is setting the stage for a flurry of acquisitions, investors told CNBC.
The WisdomTree Cloud Computing Fund
, which tracks cloud software, has dropped more than 8% so far this year, while the Nasdaq is slightly up. Leading software names like Salesforce
, ServiceNow
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Software stocks have sold off on fears AI could eat into so-called software as a service, or SaaS, business models.
Oracle has lost more than a fifth of its value this year on AI disruption concerns.
In a 2026 market that had Microsoft down close to 20%, looking for opportunities to buy after big drawdowns is coming to more…
