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Citi Warns: Software Problems Could Get Much Worse

It’s been a software horror show. Here’s why it could get even scarier, according to Citi. MarketWatchThe software sell-off (part one) Financial TimesThe AI-fueled software meltdown is overblown Yahoo FinanceSoftware Stocks: Are Investors Worrying Too Much About AI…

By Marcus Liu - Business Editor Updated February 13, 2026

It’s been a software horror show. Here’s why it could get even scarier, according to Citi. MarketWatch
The software sell-off (part one) Financial Times
The AI-fueled software meltdown is overblown Yahoo Finance
Software Stocks: Are Investors Worrying Too Much About AI Disruption? Morningstar Canada
3 factors that will separate the ‘SaaSpocalypse’ winners from losers Fortune

date:2026-02-13 11:25:00

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About the author: Marcus Liu - Business Editor

MBA and ex‑B bureau chief specializing in global finance and fintech. Marcus speaks Mandarin, Japanese, and English, and has interviewed CEOs from the Fortune 50 to Y‑Combinator unicorns. Marcus Liu delivers sharp analysis on markets, startups, and corporate strategy for investors and entrepreneurs alike.