Software Sector
The "Seat-Count Crisis": How AI Agents Triggered the 2026 Software Sell-Off
The enterprise software sector, long the crown jewel of Wall Street’s growth portfolio, is currently grappling with a fundamental identity crisis that has wiped out nearly $1 trillion in market value since the start of the year. Investors have rapidly soured on the traditional "Software-as-a-Service" (SaaS) model,