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-0.00239954449324875 -0.00239954449324875 -0.00239954449324875 0.00252155523019349 0.00252155523019349 0.00252155523019349 0.00252155523019349 0.00252155523019349
Stock impact report

Software experiencing ‘most exciting moment' as AI fears hammer the stocks [CNBC]

HubSpot, Inc. (HUBS) 
Last hubspot, inc. earnings: 2/12 04:11 pm Check Earnings Report
US:NYSE Investor Relations: ir.hubspot.com
Company Research Source: CNBC
New legal and marketing features from Anthropic's Claude Cowork productivity tool have made software investors more skittish about disruption. “AI is causing every software company to have to stay on its toes,” Box CEO Aaron Levie told CNBC on Wednesday. In this article Aaron Levie, co-founder and CEO of Box, speaks at the TechCrunch Disrupt conference in San Francisco on Oct. 29, 2025. Kimberly White | TechCrunch | Getty Images Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, “this is the most exciting moment we've ever had.” Wall Street doesn't see it that way. The stock is down 17% in 2026 after starting the year with its steepest monthly drop since 2023. It's gotten caught up in a software swoon, as investors dump shares of companies that they worry will get displaced by the rise of artificial intelligence agents. The WisdomTree Cloud Computing Fund has plummeted about 20% so far in 2026, including a 6.5% drop this week. A number of Show less Read more
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