Workday: Despite The Overblown Selloff, It Leans Toward Agentic AI

2026-02-25 08:00:27 ET

If there’s one trend that has been inescapable in the stock market this year, it’s the notion of the “SaaSpocalypse.” Seemingly every time Anthropic and its Claude AI release new capabilities for enterprise, software stocks seem to tumble and lose billions of market value - even though adoption of agentic AI is still in its early stages, not to mention the fact that incumbent software companies have agentic products of their own....

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