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Software investors have become hypersensitive to growth misses, interpreting small deviations as signs of AI-driven disruption (e.g., ServiceNow and IBM).

Impact: Increased volatility for SaaS companies that cannot demonstrate clear and immediate AI monetization.

— from AI Infrastructure Boom and the Tesla Valuation Shift · Alles auf Aktien – Die täglichen Finanzen-News· Apr 23, 2026