The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026? episode artwork

EPISODE · Aug 12, 2026 · 43 MIN

The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026?

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Software stocks are swinging wildly amid growing debate over whether AI is cannibalizing traditional SaaS business models—a phenomenon some are calling the 'SaaSpocalypse.' We explore the structural risks to software sector valuations and what a shifting tech landscape means for investors with heavy tech exposure.Today's Stocks & Topics: Digital Realty Trust, Inc. (DLR), Market Wrap, Barrick Mining Corporation (B), Heidelberg Materials AG (ETR:HEI), Agnico Eagle Mines Limited (AEM), The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026?, General Motors Company (GM), Veeva Systems Inc. (VEEV), European Stocks, Appian Corporation (APPN), The Yen and Bond Markets.Our Sponsors:* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com* Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.comAdvertising Inquiries: https://redcircle.com/brands

Episode metadata supplied by the publisher feed · Published Aug 12, 2026

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The SaaSpocalypse Debate: Are AI Stocks Disrupting SaaS in 2026?

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