Miner Company
Software Is 2026's Strongest Buy Opportunity: Here's Why
The 2026 software sector selloff is a market overreaction; AI strengthens, not destroys, high-quality incumbents with orchestration, proprietary data, and workflow integration. AI-driven monetization is now tangible: Workday, Adobe, Salesforce, ServiceNow, and Snowflake report accelerating AI ARR and contract growth, often outpacing market expectations.
The 2026 software sector selloff is a market overreaction; AI strengthens, not destroys, high-quality incumbents with orchestration, proprietary data, and workflow integration. AI-driven monetization is now tangible: Workday, Adobe, Salesforce, ServiceNow, and Snowflake report accelerating AI ARR and contract growth, often outpacing market expectations.