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Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
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Why is Morgan Stanley bullish on 2 SaaS stocks everyone sold?
The software sell-off of early 2026 did not happen because earnings suddenly fell apart.It happened because investors started to wonder whether AI could make big chunks of traditional SaaS less valuable, or even obsolete.The rout wiped out $830 billion in market value across software and services stocks in just six trading days after Anthropic’s new Claude plug-ins intensified those fears.That is the backdrop for Morgan Stanley’s contrarian call…
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