The SaaSpocalypse: The Rise of the Personal Software Era
· 5 min read
The "SaaSpocalypse" refers to a massive market sell-off in software-as-a-service (SaaS) stocks that accelerated in early 2026. The iShares Expanded Tech-Software Sector ETF (IGV) fell roughly 30% from its September 2025 peak, wiping out over $1 trillion in market value.
Recorded in December 2025, Jim Fairweather predicts the 2026 SaaSpocalypse
But why now?