1. Software stocks have been tumbling due to fears of AI disruption, with large companies down over 25%. Despite this, earnings reports from software companies remain solid. Nvidia CEO Jensen Huang believes AI will use existing software platforms as tools, not replace them.
2. Microsoft, a dominant enterprise software company, has seen its stock fall 25% due to investor concerns about capital expenditures for its AI-focused cloud business. Despite this, Microsoft’s diverse revenue streams and strong growth potential make it a smart buy opportunity.
3. Shopify, a leading e-commerce software provider, is down 38% from its peak but continues to grow rapidly. The company’s incorporation of AI tools like Shopify Magic bodes well for its future performance, making it a stock to watch for potential bounce back.
4. Figma, a design software company, has faced a steep decline in its stock price but remains a leader in its sector. With a focus on incorporating AI into its products and strong demand for its services, Figma has the potential for growth and recovery despite its recent setbacks.

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