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US Market: Software stocks hit 2026 highs as AI disruption fears ease

US software stocks have reached fresh 2026 highs as stronger earnings expectations and growing adoption of AI ease fears of disruption. Strong results, AI partnerships and rising cybersecurity demand have boosted the sector. Software earnings growth forecasts have improved, while investors increasingly view AI as an enabler, though automation risks remain for future business models.

7 Oct 2026 10:17 am