The violent software sell-off pauses. Wall Street says bet on these stocks to bounce

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Wall Street is finding buying opportunities in software after the group’s historic sell-off. Names like Intuit and CrowdStrike could be among the market’s AI-proof winners. Software stocks plunged sharply to start 2026, pushing the group in bear market territory amid concerns that artificial intelligence tools could significantly change the traditional software-as-a-Service, or SaaS, business model that …

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