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AI Agents Triggered a $300B Software Panic

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  • February 5, 2026
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AI Agents Triggered a $300B Software Panic
Image by Philip Oroni
  • Business

A seismic shift rattled Wall Street this week as artificial intelligence tools demonstrated their power to not just complement software, but potentially replace it entirely. The market's verdict was swift and brutal: software and data stocks hemorrhaged approximately $300 billion in market value across Tuesday's trading session, igniting fresh concerns about whether traditional SaaS business models can survive the AI revolution.

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