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Investors debate if battered software stocks are ready for a rebound amid AI disruption fears.

Market News
17 Apr 2026
24/7 Wall Street
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Bullish
pluang ai news

Michael Burry's recent purchases in struggling software stocks highlight a potential buying opportunity as the sector recovers from a tough start to the year. Despite concerns about AI disruption, experts like Nvidia's CEO argue the sell-off was illogical, suggesting some software stocks could be undervalued. However, caution is advised, with selective investments preferred over broad exposure. AI infrastructure stocks like Oracle and Alphabet are gaining traction, offering a balanced mix of software and AI growth potential. The market remains uncertain, but software could become a deep-value play if companies successfully integrate AI innovations.

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