Nvidia boss Jensen Huang says AI-replacement fears tanking software stocks is the 'most illogical thing in the world'

Nvidia CEO Jensen Huang dismissed fears that AI will replace software as tech stocks were rattled by new tools from Anthropic ...

AI fears pummel software stocks: Is it 'illogical' panic or a SaaS apocalypse?

The software space is facing serious market concerns this week, after the release of new AI tools from AI triggered a market ...

Leading bank calls AI threat to enterprise software "illogical," upgrades five stocks for 2026

Wall Street's panic over artificial intelligence replacing enterprise software is misguided, according to HSBC's latest research report. The investment bank argues 2026 marks a crucial shift from AI ...
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Jensen Huang dismisses AI replacing software as illogical

Jensen Huang, CEO, dismissed market concerns that the software (SW) industry is declining and will be replaced by artificial intelligence (AI) as “the most illogical thing in the world.” According to ...

IT stocks crash: JPMorgan analysts decode the logical and illogical reaction

JPMorgan says the recent global IT selloff amid AI disruption fears has veered from rational concern to outright panic. Analyst Mark Murphy noted that markets are “overwhelmingly” focused on AI ...