Nvidia's Jensen Huang Thinks the Software Sell-Off Is Wrong: 1 Great Stock to Buy on a Dip
2026-03-09 16:25:00 ET
It's no secret that software stocks have been sold off amid market fears of the looming threat from artificial intelligence (AI). After all, why buy multiple licenses of expensive software when AI agents can replace existing software, make it easier for companies to change software providers, and replace the work of software users? That's the logic behind the sell-off, but Nvidia 's CEO Jensen Huang thinks the market is wrong. Here's why and also why PTC (NASDAQ: PTC) could be a great stock to buy right now.
The crux of Huang's argument is that instead of AI agents replacing software tools, they will simply use them more productively. This could actually add value to some software solutions by increasing the speed and depth of the actionable insights they generate.
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