Software Bear Market: 2 AI Stocks With 42% and 47% Upside to Buy Now, According to Wall Street

Software stocks have dropped into a bear market (≥20% decline) as investors sell into AI-related concerns and reposition portfolios. Nvidia CEO Jensen Huang called the market’s reaction "illogical," indicating management believes the selloff may be an overreaction and highlighting a potential disconnect between fundamentals and investor sentiment.

Analysis

Software stocks have dropped into a bear market (≥20% decline) as investors sell into AI-related concerns and reposition portfolios. Nvidia CEO Jensen Huang called the market’s reaction "illogical," indicating management believes the selloff may be an overreaction and highlighting a potential disconnect between fundamentals and investor sentiment.