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AI vs. financial data stocks (FDS & peers)
Price-wise, yes: the whole group has lagged badly while the S&P 500 climbed. FactSet (FDS) has been hit the hardest over five years.
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The SaaSpocalypse: software after AI
How application software fell behind as AI money moved to chips and infrastructure, and what could still go wrong for growth and valuations. Data: Stock Alarm, closes as of Oct 2, 2026.