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Software Stocks’ AI-Fueled Rout Eases

The Wall Street Journal

|

February 27, 2026

For weeks, it looked like nothing would stop Wall Street's bloodletting of software companies.

- SEBASTIAN HERRERA AND ROBERT MCMILLAN

In the end, it took a top AI startup to halt a market panic that has tanked the value of software vendors by hundreds of billions of dollars.

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