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

Page: https://stenobird.com/podcast/investtalk-442958/the-saaspocalypse-debate-are-ai-stocks-disrupting-saas-in-2026
Text version: https://stenobird.com/podcast/investtalk-442958/the-saaspocalypse-debate-are-ai-stocks-disrupting-saas-in-2026.md
Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958)
Published: 2026-08-12T00:05:31+00:00
Episode link: http://investtalk.com
Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/ecb990a8-39dc-4234-a372-ae9bd6bd22f1/stream.mp3
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JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/the-saaspocalypse-debate-are-ai-stocks-disrupting-saas-in-2026
Duration seconds: 2618

## Resource

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.com Advertising Inquiries: https://redcircle.com/brands

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## Transcript

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