Markets: SaaS Sector Stabilizes

On February 5, 2026, US software stocks showed growth following a sell-off caused by fears of AI disruption. The market reassessed the risks: investors realized that AI would not destroy traditional software in a day, but transform it.

Analysts note a "sobering up." Although Anthropic and others are pressuring classic business models, major software players (Salesforce, SAP, Adobe) are rapidly integrating AI, turning the threat into an opportunity. Panic has given way to pragmatism.

Source: Reuters