AI Software Sell-Off: How AI Fears Are Reshaping Tech Valuations

Dead cat bounce or buying opportunity?

Artificial intelligence giveth, and artificial intelligence taketh away.

After weeks of heavy selling across global software stocks, a single webinar from US AI start-up Anthropic was enough to spark a rebound. The company said its Claude chatbot was designed to build partnerships with existing software platforms, not replace them outright. That reassurance helped stabilise a market that had been pricing in existential disruption.

But the key question remains: was the rally a turning point or just a dead cat bounce?

From AI Euphoria to AI Anxiety

The sell-off was swift and broad. . .

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