By Daniel Foelber, The Motley Fool
Publication Date: 2026-03-18 21:25:00
Software-as-a-Service (SaaS) companies are being challenged by artificial intelligence (AI) models that can perform tasks that were previously dependent on enterprise software. And as AI-powered tools enable users to do more with less, enterprise customers may require fewer subscriptions, potentially slowing user growth SaaS giants.
The sell-off among software companies has intensified in 2026, with many well-known names out Salesforce To ServiceNow hit Multi-year lows.
Will AI create the world’s first trillionaire? Our team just published a report on the one little-known company dubbed the “indispensable Monopoly” that provides the critical technology that both Nvidia and Intel need. Carry on”
Application software is a central part of oracle‘S (NYSE:ORCL) Business. But the company is now also a major player in infrastructure software, with Oracle Cloud Infrastructure (OCI) on track to generate the majority of Oracle’s revenue in the next few years.
Here’s why Oracle…
