Besides all the worries over whether AI investments will pay off, fears about disruption have been mounting. “For most of the past three years, investors took a ‘glass half-full’ approach to AI,” noted Sosnick. “There is simply more bad news about AI disruption than good news about AI implementation and margins right now,” said Dennis DeBusschere at 22V Research. “A major theme related to AI is the ‘software scare,’ which is still playing out in equity markets,” he said. “With AI acting both as a driver and a detractor of performance, investors should hold a diversified exposure as they dynamically evaluate the AI landscape,” she said.

Source: The Edge Markets February 13, 2026 00:30 UTC