Software stocks partially rebound from AI disruption panic: Oracle up 9%, Microsoft up 3%, recouping some losses
After a week of nearly $1 trillion wiped out from AI fears sparked by Anthropic's Claude updates, software stocks rallied Monday with Oracle leading at +9%, Microsoft +3%, and broader tech recovering as investors digest capex vs. ROI balance.
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It’s 2026 — why are most companies just “pretending to use AI”?
Big tech giant events + sharp one-liner commentary
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