Software Stocks in Free Fall: "Vibe Coding" as a Threat!
Reading Time: 2 minutes
The mood on Wall Street has changed dramatically: software stocks, once considered reliable growth engines, are experiencing massive losses. The share prices of industry giants like Salesforce (-31.4%), Adobe (-30.9%), ServiceNow (-40.5%), and SAP (-25.7%) have plummeted significantly in the last 12 months. The main reason for this pessimism is the rapid development of AI, which investors increasingly perceive as an existential threat to traditional software models. In particular, the rise of so-called "Vibe Coding," which allows for the rapid...
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