An AI Agent Shock Set Off The NVDA, GOOGL Dip, But One May Recover Fast - Alphabet (NASDAQ:GOOGL)

A new wave of agentic AI tools is hitting software stocks where it hurts: per-seat economics. Investors are pricing a scenario where companies don’t need 1,000 SaaS licenses if a handful of AI agents can handle the workflows, and the market is reacting fast.The iShares Expanded Tech-Software ETF (NASDAQ:IGV) is coming off a 15% January drop, its worst month since 2008, as fears spread that AI agents may compress the subscription model that powered the last decade of growth.What Lit The FuseAnthropic’s Claud ...