Top AI-Resistant Software Stocks to Invest in for 2026

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1. Which are the best AI-resistant stocks right now?

Some of the strongest AI-resistant software stocks right now include Cloudflare, AppLovin, and MongoDB. These companies are not easily replaced by AI because they provide core infrastructure, advertising networks, or data platforms. Large firms like Microsoft and Oracle are also seen as safer bets because they supply the cloud systems that AI depends on every day.

2. Should I buy AppLovin stock right now?

AppLovin has shown strong earnings growth and uses its own AI tools to improve ad targeting. Its strength comes from owning a large mobile ad network and valuable user data. However, the stock has already seen big price swings. Investors should review valuation, growth trends, and risk tolerance before buying, instead of following hype alone.

3. Is Cloudflare a good long-term investment?

Cloudflare plays a key role in internet security and performance. As AI apps grow, internet traffic increases, which may boost demand for its services. The company is expanding into developer tools and AI services as well. While growth remains strong, investors should watch profitability and competition before making long-term decisions.

4. Why are software stocks down?

Investors fear that AI can replace simple software tools, especially those that automate basic tasks like writing, coding, or document processing. If AI can offer these features cheaply or for free, companies built only around those tools may lose value. This has created a split between essential infrastructure companies and vulnerable software providers.

5. What is Goldman Sachs’ AI investment strategy?

Goldman Sachs suggests investing in companies that provide core digital infrastructure and cybersecurity services. These businesses form the foundation that AI systems run on. At the same time, Goldman warns against companies offering simple tools that AI can easily replace. The strategy focuses on owning essential platforms rather than basic software products.