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After Software Meltdown, Can Earnings Spark A Massive Rebound? $APP, $U, $NET

The software sector just endured its most brutal week of the year as fears of "AI Disruption" sent valuations into a tailspin. With giants retreating, all eyes are now on next week’s high-stakes earnings from AppLovin (APP), Unity (U), Cloudflare (NET), and Nebius (NBIS). While the market panics over whether AI agents will replace traditional SaaS, these four players represent the front lines of the AI evolution—from AI-powered ad engines to GPU-heavy clouds. Does recent software selloff represent a structural shift or a temporary panic? Which one would lead the recovery?

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