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Agents eat SaaS

The article contrasts the strong performance of the Nasdaq 100 with the significant decline of the SaaS sector, highlighting a widening market gap driven by the rise of AI agents.

ExoBrain

1 min read
Agents eat SaaS

While the Nasdaq 100 gained roughly 20% through 2025, the Morgan Stanley SaaS Index fell by nearly the same amount, a gap that has only widened so far in 2026.