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Software Stocks Plummet, AI Spending Boosts High-Growth SaaS
Description
Software stocks like ZoomInfo, GoDaddy, Flywire, and Sprinklr plummeted in afternoon trading on May 14, 2026, due to a surge in the ten-year treasury yield and geopolitical tensions. The sell-off was driven by concerns over agentic AI disrupting traditional subscription models, leading investors to favor safer bets like Nvidia and Micron. Despite the market turmoil, some software companies like Atlassian, Twilio, and Google Cloud reported strong earnings, signaling a shift in enterprise AI spending towards high-growth SaaS.
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