AI Angst Meets M&A Windfalls: Software Sell-Off, Adobe’s Buyout, and Payment Resilience Define the Session

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AI Angst Meets M&A Windfalls: Software Sell-Off, Adobe’s Buyout, and Payment Resilience Define the Session

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Software names sold off as AI-competition worries resurfaced after SAP’s cautious cloud outlook and ServiceNow’s 9.6% post-earnings drop, even as Adobe delivered a 78% takeover premium for Semrush and Mastercard beat Q4 estimates. Today’s tape highlights a bifurcated market—idiosyncratic M&A winners and resilient payments versus rising execution risk in legacy software.

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