24/7 Wall Street
30 Jun 2026, 13:49 UTC · 2h ago
2 Software Stocks That Are Probably Safe From AI's Disruption
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
30 Jun 2026, 13:49 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
4 claims · each scored for market impact
AI agents and the discovery of software vulnerabilities are driving cybersecurity solutions into a non-negotiable spend category, fueling Palo Alto Networks' growth. — Directly correlates AI proliferation with increased mandatory spending for a sector leader, pushing shares to all-time highs.
+0.80The rise of AI agents is expected to sharply increase demand for observability tools, leading to a Truist upgrade for Datadog. — Signals a shift where AI deployment creates a new, critical need for monitoring infrastructure, supporting higher valuations for observability firms.
+0.60AI coding tools are eroding traditional software moats and threatening the margins of complacent SaaS firms. — Suggests a structural decline in pricing power and profitability for legacy software companies that cannot innovate.
-0.50Continue reading
6 related stories
Top 2 movers · tap to explore
Innovative software firms can utilize AI coding tools to lower production costs and transform from disrupted entities into disruptors. — Provides a positive offset to the SaaS-pocalypse, suggesting a path to margin expansion for agile, tech-forward firms.
+0.40Which stocks this story touches
Shares reached all-time highs as AI agents are expected to drive higher cybersecurity spending.
Upgraded by Truist with expected increases in observability demand as AI agents are deployed.
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