AI’s Shadow Falls on Software Stocks

Fastly’s stock tumbles as AI talent exodus and regulatory headwinds ripple through tech, triggering fears that AI could unravel subscription-based software revenue — a worry already shaking Salesforce, Adobe, and even Accenture. But while the market panics, some argue the sell-off is overblown: companies are adapting, investing in AI, and rethinking billing — and Fastly’s year-long gains hint its long-term story may still be intact. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: [email protected] This is an automated, high-level news summary based on public reporting. Report issues to [email protected]. View sources & latest updates: https://sources.thednn.ai/e8aaaa5a758b7593