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BSCN·2026-02-10 18:42
🚨 BREAKING: JP MORGAN AND MORGAN STANLEY SEE BUYING OPPORTUNITY IN SOFTWARE SELLOFFU.S. software stocks have been hit hard in in 2026, with the @WisdomTreeFunds Cloud Computing Fund down ~20% YTD after AI disruption fears accelerated following Anthropic's launch of new Claude Cowork tools targeting enterprise workflows.@jpmorgan strategists say the market is "pricing in worst-case AI disruption scenarios that are unlikely to materialize" in the near term, while Morgan Stanley called the selloff "sentiment-d ...