JPMorgan: Concerns over AI disruption intensify, software stocks continue to be swept up in selling sentiment

CycleProphet · 2026-02-04T10:34:51+00:00

Software stocks and other sectors affected by artificial intelligence continue to be sold off, with JPMorgan observing that investor pessimism is intensifying. Analysts say that the willingness to hold positions is low, and market sentiment is severe.

CycleProphet

2026-02-04 10:34:51

Abstract generation in progress

Deep Tide TechFlow News, February 04, Wednesday, software stocks and other sectors considered potentially impacted by advances in artificial intelligence continue to be sold off, with no signs of easing. JPMorgan Chase stated that investors’ pessimistic sentiment is still intensifying. JPMorgan analyst Toby Ogg said, “The environment we are in now is no longer ‘presumed guilty until proven innocent,’ but rather ‘convicted before trial.’” After meeting with over 50 investors in Europe and the US over the past two weeks, he noted that they have significantly reduced their holdings in software stocks over the past 12 to 18 months. In a client report, he mentioned that even after recent corrections, “overall, the willingness to enter the market remains relatively low.” (Jin10)

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