Datadog
AI’s ‘Ghost Trade’ or Structural Shift? Software Giants Stagger Under Disruption Fears
The final week of February 2026 has sent a tremor through the technology sector, as a sudden wave of volatility wiped billions in market capitalization from premier software-as-a-service (SaaS) companies. Investors, once enamored by the steady growth and high margins of cloud monitoring and cybersecurity, are now grappling with a