‘SaaSpocalypse' debate intensifies as software stocks swing wildly
Software stocks experienced extreme volatility over the past week as investors assess which companies are best positioned against AI disruption, while cloud-software startup Airtable was acquired at roughly one-tenth of its peak valuation.
Why it matters — As a cloud-software company, Box may face similar market skepticism and valuation pressures if investors broadly reassess the sector's resilience to AI competition.