Software experiencing 'most exciting moment' as AI fears hammer the stocks
Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, "this is the most exciting moment we've ever had." Wall Street doesn't see it that way.
The stock is down 17% in 2026 after starting the year with its steepest monthly drop since 2023. It's gotten caught up in a software swoon, as investors dump shares of companies that they worry will get displaced by the rise of artificial intelligence agents.


CNBC
Software experiencing 'most exciting moment' as AI fears hammer the stocks
Shares of software companies have been getting beaten up, and the selloff accelerated this week after Anthropic's latest unveiling.
Stacker News
Software experiencing 'most exciting moment' as AI fears hammer the stocks \ stacker news
Box CEO Aaron Levie says that in the 20-year history of his cloud software vendor, "this is the most exciting moment we've ever had." Wall Street d...













