Katie Dayton

But for investors, the vibe seems to have shifted.

Software stocks, including Salesforce, Adobe, and ServiceNow, have dropped by at least 30% since the beginning of last year.

Increasingly, investors are concerned about how the sector could be upended by AI companies.

WSJ reporter Sam Goldfarb has been keeping an eye on this trend and is here to tell us what's going on.

So, Sam, in a world where every company at some point said it was a software company, who are we talking about here?

Which stocks are appearing as some of the biggest losers in this software slump?

And how rapidly has this decline in interest taken place?

Has there been anything else going on in the economy or in the tech industry at large that might also have rocked software?

Where do analysts think the industry will go from here?

Are they predicting the end of software's reign as we know it?

Or is there a more optimistic take out there?

That was Wall Street Journal Markets reporter Sam Goldfarb.

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Coming up, we're lifting the lid on the fiercest and nerdiest rivalry in the NFL season.

Prediction markets versus sports betting apps.

That's after the break.

Next month, Americans are expected to wager some $1.5 billion on the Super Bowl.

It would be a new record for sports betting, which has had a rapid rise in the U.S.

Since 2018, sports gambling has been legalized in 30 states and Washington, D.C.