#Thoma Bravo

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Declining software stock chart with AI interfaces

Cloud Software Stock Sell-off 2026: AI Agents Trigger Market Disruption and M&A Surge

Analyze the 2026 cloud software stock sell-off. Discover why Salesforce and Adobe are falling, the threat of Anthropic's AI agents, and M&A insights from Thoma Bravo.

Jan 22, 2026