How exposed are software stocks to AI tools? We put vibe-coding to the test

Cătălin Roșioru

Software, legal services and video games stocks have been selling off in recent weeks on fears that new AI features and tools could wipe them out. But how real is that threat? We decided to find out. CNBC's Deidre Bosa and I used Anthropic's AI coding tool "Claude Code" with the goal of creating a replacement for Monday.com , a project management platform with a $5 billion market cap. We didn't expect to get anywhere — we're not developers and we don't have any coding experience. But we have

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