NET Down 12%, SNOW Down 9%, NOW Down 7%: The Market Just Repriced the Entire Software Sector on AI Agent Fears

Software sector plunges, cybersecurity names hit hardest, as AI disruption concerns persist

Software stocks sink as AI disrupts cybersecurity: Qualys, Cloudflare, Zscaler plunge after Anthropic/OpenAI advances.

AI threat's relentless flogging of software stocks shows no end in sight with Anthropic's new agent

The latest revenue projections and updates from Anthropic revived investor fears of an AI day of reckoning coming for software.

NET Down 12%, SNOW Down 9%, NOW Down 7%: The Market Just Repriced the Entire Software Sector on AI Agent Fears

The post NET Down 12%, SNOW Down 9%, NOW Down 7%: The Market Just Repriced the Entire Software Sector on AI Agent Fears appeared first on 24/7 Wall St.. Quick Read Cloudflare (NET), Snowflake (SNOW), and ServiceNow (NOW) stocks plunged amid enterprise software sector repricing on AI agent threats from Anthropic and OpenAI. Cloudflare’s infrastructure sits at the exact layer where AI agents operate, making it ground zero for investor anxiety. …

AI threat’s relentless flogging of software stocks shows no end in sight with Anthropic’s new agent

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