Software experiencing 'most exciting moment' as AI fears hammer the stocks
https://www.cnbc.com/2026/02/04/software-experiencing-most-exciting-moment-as-ai-fears-hammer-stocks.html
Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, "this is the most exciting moment we've ever had." Wall Street doesn't see it that way.
The stock is down 17% in 2026 after starting the year with its steepest monthly drop since 2023. It's gotten caught up in a software swoon, as investors dump shares of companies that they worry will get displaced by the rise of artificial intelligence agents.
https://stacker.news/items/1426749
ch0k1 / ch0k1 🇧🇬☦️
npub1k3…q9t9m
2026-02-05 02:39:24 UTC
Author Public Key
npub1k3qrkfq45qsvyp53hvvv2xk6tt9kfdca9asfvm9nc796dq65948q9q9t9mPublished at
2026-02-05 02:39:24 UTCEvent JSON
{
"id": "8f06315aed14e7a6ba89eac7cca102a5b5dc4dcbbe97eb7d37fe65e193a14214",
"pubkey": "b4403b2415a020c20691bb18c51ada5acb64b71d2f60966cb3c78ba683542d4e",
"created_at": 1770259164,
"kind": 1,
"tags": [
[
"client",
"stacker.news"
]
],
"content": "Software experiencing 'most exciting moment' as AI fears hammer the stocks\nhttps://www.cnbc.com/2026/02/04/software-experiencing-most-exciting-moment-as-ai-fears-hammer-stocks.html\n\nBox CEO Aaron Levie says that in the 20-year history of his cloud software vendor, \"this is the most exciting moment we've ever had.\" Wall Street doesn't see it that way.\n\nThe stock is down 17% in 2026 after starting the year with its steepest monthly drop since 2023. It's gotten caught up in a software swoon, as investors dump shares of companies that they worry will get displaced by the rise of artificial intelligence agents.\n\nhttps://stacker.news/items/1426749",
"sig": "1d7dfb009999338301711d521cabe14e4d0031328fbea0301b7846cdf12351111ebe4f34b570d05f5e32eb0d4777d69af614c4484fbec622587c3eab4c097f41"
}