JPMorgan Strategists Say AI Fears on Software Stocks Overblown

Market Intelligence Analysis

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Why This Matters

JPMorgan strategists believe software stocks have the potential to rebound due to overpriced near-term disruption from AI, suggesting a positive outlook for the sector.

Market Impact

Market impact analysis based on bullish sentiment with 90% confidence.

Sentiment
Bullish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Software stocks have the scope to rebound from their historic slide as the market is pricing in unrealistic near-term disruption from artificial intelligence, according to JPMorgan strategists.

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Original article published by Bloomberg on February 10, 2026.
Analysis and insights provided by AnalystMarkets AI.