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Software stocks face 'Innovator's Dilemma' as they plunge on AI fears

20 Jan 2026

Intuit, ServiceNow, AppLovin and Adobe are among the S&P 500's worst performers in 2026, as the software sector is off to its worst start in years.

#Gil Luria
#Datadog R&D and acquisitions
#Salesforce R&D and acquisitions
#Applovin R&D and acquisitions
#ServiceNow R&D and acquisitions
#Intuit R&D and acquisitions

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To read the full article, visit CNBC websitehttps://www.cnbc.com/2026/01/20/software-stocks-face-innovators-dilemma-as-they-plunge-on-ai-fears.html website
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