JPMorgan drops blunt take on software stocks AI threat [Yahoo! Finance]
JP Morgan Chase & Co. (JPM)
Last jp morgan chase & co. earnings: 4/14 06:43 am
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Source: Yahoo! Finance
The selling accelerated after Anthropic launched new industry-specific plugins for its Claude agent platform, reigniting fears that autonomous artificial intelligence tools could hollow out the core businesses of traditional software companies. Salesforce ( CRM ) and Adobe ( ADBE ) bore the brunt of it, with the iShares software ETF ( IGV ) trading more than 20% below its 200-day moving average at the worst of the selling. JPMorgan is pushing back hard. The bank's strategists say the market has overreacted and that investors willing to look past the noise may be staring at one of the better entry points in years for quality software names. JPMorgan says the market is pricing in a disaster that is years away JPMorgan's latest private bank note argues that investors are pricing in worst-case AI disruption scenarios that are unlikely to materialize anytime soon. The damage has been historic. The software sector's weight in the S&P 500 has dropped from 12% to 8.4%, and the S&P
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