Economy Yahoo Finance 1h ago

J.P. Morgan Research Says: 'Broken Logic' Is Driving This Software Stock Sell-Off

Market Intelligence Analysis

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Why This Matters

J.P. Morgan Research suggests that the current sell-off in software stocks may be driven by 'broken logic' related to AI-driven fears, implying a potential market overreaction.

Market Impact

Market impact analysis based on bullish sentiment with 80% confidence.

Sentiment
Bullish
AI Confidence
80%
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.

The market might be overreacting to AI-driven fears about software stocks.

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Full article on Yahoo Finance
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Original article published by Yahoo Finance on February 17, 2026.
Analysis and insights provided by AnalystMarkets AI.