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AI fears are hitting software stocks the hardest. Citi sees a buying opportunity in many names

Citi chose software stocks with earnings momentum and declines of more than 10% in the last month.

Raccontata dacnbc.com

Timeline cronologica

  1. domenica 15 febbraio 2026·cnbc.com

    The AI trade has entered a puzzling phase. Do we know who the winners are anymore?

    In his Sunday column for Investing Club subscribers, Jim Cramer explores the software sell-off and Anthropic's influence on the stock market.

  2. lunedì 16 febbraio 2026·cnbc.com

    AI fears are hitting software stocks the hardest. Citi sees a buying opportunity in many names

    Citi chose software stocks with earnings momentum and declines of more than 10% in the last month.

  3. martedì 17 febbraio 2026·cnbc.com

    Goldman says these software stocks have 'moats' that can thwart AI disruption

    The firm called out a slew of buy-rated software stocks, including Snowflake and MongoDB, as the sector slides.

  4. mercoledì 18 febbraio 2026·cnbc.com

    This software stock was hit hard on AI disruption fears. Now it’s proving detractors wrong

    Analysts maintained their long-term bullishness on Cadence Design Systems, calling fears of AI disruption overblown.

  5. mercoledì 18 febbraio 2026·cnbc.com

    Searching software for value as shares get pummeled. UBS found four stocks it likes

    As software stocks are battered amid the artificial intelligence threat, UBS likes HubSpot, Microsoft, ServiceNow and Autodesk.