| value |
{"aggregator_url":"https://www.nasdaq. {"aggregator_url":"https://www.nasdaq.com/articles/great-rotation-coming-2-stocks-deemed-ai-losers-load-today","as_of":"2026-04-14T17:20:03.235758+00:00","canonical_url":"https://www.fool.com/investing/2026/04/14/great-rotation-2-stocks-deemed-ai-losers-to-load/","enrichment":{"aggregator_url":"https://www.nasdaq.com/articles/great-rotation-coming-2-stocks-deemed-ai-losers-load-today","article_chars":5000,"article_truncated":true,"blocked_reason":null,"candidate_id":"sc_e46f9fbff4bc1dd3","canonical_host":"fool.com","canonical_is_aggregator":false,"canonical_url":"https://www.fool.com/investing/2026/04/14/great-rotation-2-stocks-deemed-ai-losers-to-load/","content_type":"text/html; charset=utf-8","enriched_at":"2026-04-15T00:46:47.782731+00:00","extraction_method":"trafilatura","fetched_description":"Key PointsSome unloved software stocks can provide great value for investors today.","fetched_title":"The Great Rotation Is Coming: 2 Stocks Deemed AI \"Losers\" to Load Up On Today | Nasdaq","final_url":"https://www.nasdaq.com/articles/great-rotation-coming-2-stocks-deemed-ai-losers-load-today","html_truncated":false,"paywall_likely":false,"publisher_domain":"fool.com","publisher_resolution":"canonical_url","requested_url":"https://www.nasdaq.com/articles/great-rotation-coming-2-stocks-deemed-ai-losers-load-today","source_event_id":"evt_ec2ca46908b9","source_quality":"high","status_code":200,"version":"signal_enrichment_v2"},"fp":"b463e77802db0d03","kind":"unusual_volume","published_at":"2026-04-14T16:35:00+00:00","publisher_domain":"fool.com","signal_understanding":{"analysis_basis":"article","claim_confidence":0.62,"dates_mentioned":["December 17, 2004","April 15, 2005"],"entities":[{"asset_class":"equity","name":"Wix.com","relevance":"high","symbol":"WIX","type":"company"},{"asset_class":"equity","name":"Autodesk","relevance":"high","symbol":"ADSK","type":"company"},{"asset_class":"other","name":"OpenAI","relevance":"medium","symbol":"","type":"organization"},{"asset_class":"other","name":"Anthropic","relevance":"medium","symbol":"","type":"organization"},{"asset_class":"equity","name":"Nvidia","relevance":"low","symbol":"NVDA","type":"company"},{"asset_class":"equity","name":"Intel","relevance":"low","symbol":"INTC","type":"company"}],"event_type":"price_action","information_gaps":["No explicit unusual-volume metric is provided (baseline volume, volume ratio vs average, or direction are missing).","No confirmation is given that any volume spike is driven by specific news; the article attributes the selloff to AI disruption fears broadly.","The signal\u2019s requested \u201cmost likely catalyst hypothesis\u201d for unusual volume cannot be tied to a quantified volume event from the provided text; only a general catalyst (AI disruption narrative) is mentioned."],"key_facts":["The article states the software sector is \u201cplummeting\u201d due to perceived immediate threats from AI start-ups like OpenAI and Anthropic.","The article says Wix is \u201cdown over 80% from its highs.\u201d","The article claims Wix\u2019s AI disruption argument is not strong and notes Wix has an AI chatbot-style design tool and acquired Base44.","The article states Wix revenue grew 14% year over year in the last quarter and that free cash flow margins remained healthy.","The article states Wix is repurchasing stock and has removed \u201cclose to a third of its shares outstanding\u201d via a Dutch tender offer.","The article states Wix traded at \u201c6x trailing free cash flow.\u201d","The article states Autodesk is in a \u201cbrutal drawdown\u201d and that AI risk is \u201cin narrative only.\u201d","The article states Autodesk revenue grew 18% year over year to $7.2 billion and expects $8.1 billion or more in revenue for the fiscal year.","The article states Autodesk trades at \u201c18x its trailing free cash flow.\u201d","The article states Autodesk has grown revenue by 200% cumulatively over the last 10 years and shows \u201cno signs of slowing down.\u201d"],"numeric_claims":[{"label":"Wix drawdown from highs","value":"over 80%"},{"label":"Wix revenue growth (YoY, last quarter)","value":"14%"},{"label":"Wix Base44 revenue/ARR growth","value":"from $0 to $100 million annual recurring revenue (ARR) in less than a year"},{"label":"Wix shares repurchased","value":"close to a third of shares outstanding"},{"label":"Wix valuation multiple","value":"6x trailing free cash flow"},{"label":"Autodesk revenue growth (YoY, last year)","value":"18%"},{"label":"Autodesk revenue (last year)","value":"$7.2 billion"},{"label":"Autodesk revenue expectation (fiscal year)","value":"$8.1 billion or more"},{"label":"Autodesk valuation multiple","value":"18x trailing free cash flow"},{"label":"Autodesk revenue growth over 10 years","value":"200% cumulatively"}],"primary_claim":"Wix and Autodesk are described as undervalued software stocks whose AI-disruption fears are largely narrative and not yet reflected in financial results.","relevance_score":0.45,"sentiment":"mixed","source_quality":"high","summary":"The article argues that software stocks are being sold off due to AI disruption fears, and highlights Wix (WIX) and Autodesk (ADSK) as \u201ccheap\u201d buys despite the narrative risk. It does not provide a specific unusual-volume ratio or confirm any volume spike with news in the provided text.","topics":["AI disruption fears","software sector selloff","undervalued stocks","Wix buyback","Autodesk revenue growth"]},"source":"Nasdaq Markets","source_domain":"fool.com","summary":"Key PointsSome unloved software stocks can provide great value for investors today.","tickers":[],"title":"The Great Rotation Is Coming: 2 Stocks Deemed AI \"Losers\" to Load Up On Today","url":"https://www.fool.com/investing/2026/04/14/great-rotation-2-stocks-deemed-ai-losers-to-load/"}... |