AI Disruption Triggers SaaS And Consulting Selloff

Investors are sharply selling data, consulting, and SaaS stocks as AI-driven disruption exposes structural weaknesses in high-fee recurring revenue models, the Seeking Alpha commentary reports. It singles out Oracle as a leveraged AI bet with strained balance sheet, elevated debt-to-equity, and customer-concentration risk. The author says markets now distinguish firms effectively monetizing AI from cash-burning players, urging focus on cash flow, leverage, and business quality.