Software stocks have been under pressure, but not every company in the sector deserves to be sold off with the group. In a recent conversation with Kuran Francis of FinTek, the discussion focused on a key shift now reshaping the software landscape: investors are no longer treating AI as an automatic positive for every tech company.
That distinction matters. Some software businesses may become more valuable as AI adoption grows, while others could face real pressure if their products become easier to replace. Francis framed the current moment as one where investors need to separate the software winners from the software losers.
