Software Sector
The Spring Awakening: Software Sector Rises from the Ashes of the 'SaaS Apocalypse'
After a brutal start to 2026 that saw trillions of dollars in market capitalization evaporate, the software sector is finally showing signs of a robust recovery. The so-called "SaaS Apocalypse"—a period of extreme volatility driven by fears that autonomous AI agents would render traditional subscription models obsolete—