Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic and seemingly unending? In this Club Check-in, CNBC’s Paulina Likos and Zev Fima answer that question by diving into an important concept that investors use to evaluate stocks called terminal value. Software profits have not collapsed, and earnings expectations for the next year seem to remain intact. And yet, there’s been carnage across the software complex this year. What has changed is Wall Street’s confidence in how to value these businesses beyond the next few years, due to fears that AI could fundamentally alter their long-term earnings power. In particular, investors are rethinking their assumptions around software…
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