Software stocks face 'Innovator's Dilemma' as they plunge on AI fears
- Posted on January 20, 2026
- By CNBC
- 5 Views
Software stocks face 'Innovator's Dilemma' as they plunge on AI fears

Intuit, ServiceNow, AppLovin and Adobe are among the S&P 500's worst performers in 2026, as the software sector is off to its worst start in years.