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AI Agents Trigger Historic Tech Market Correction

Salesforce and Adobe have plummeted over 25% as investors realize autonomous AI agents reduce software licensing demand. This "SaaSpocalypse" wiped $1 trillion in market value in less than a month—a fundamental shift from traditional "per-seat" pricing models toward "outcome-based" billing.

Cybersecurity firms win big. As AI agents deploy across enterprises with new endpoints and credentials, Zscaler and CrowdStrike are positioned to capitalize on urgent security needs. Enterprises transferred 18 terabytes of data to AI/ML apps in 2025, with ChatGPT alone triggering 410 million data loss violations.

Memory, not computing power, becomes the new bottleneck. TSMC raised its five-year AI growth guidance to 50% while emphasizing memory constraints over processor speed. High-bandwidth memory shortages could extend into 2027-2028, making SK Hynix and Samsung critical infrastructure plays.

Practical takeaway: If you work in tech or hold SaaS stocks, watch for companies announcing new AI-native pricing models in the next two quarters. Cybersecurity and memory suppliers are where the real opportunity lies.