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Stock impact report

Why the "Great Repricing" of AI Software Stocks Is a Gift for Long-Term Investors [Yahoo! Finance]

C3.ai, Inc. Class A (AI) 
Last c3.ai, inc. class a earnings: 2/6 04:35 pm Check Earnings Report
Company Research Source: Yahoo! Finance
C3.ai (NYSE: AI) dropped 52%. SoundHound AI (NASDAQ: SOUN) took a 55% price cut. The market has decided that I-can-do-everything artificial intelligence (AI) platforms are coming for these companies, and investors are not waiting around to see how things play out. Here's the thing: The market might be overreacting. Not just a little. I mean, a whole lot. Will AI create the world's first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue » The Great Repricing The thesis behind the sell-off is straightforward: AI will commoditize software . In particular, generative AI will eat the current software industry. Why pay Atlassian for project management when an AI agent can just...manage projects? Why license a next-generation database when AI can conjure data from the ether? The logical endpoint of this thinking is that every software-as-a-service (Saa Show less Read more
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