tech
February 15, 2026
Global week ahead: Markets brace for more AI noise and 'scare trading'
Looking back at last week's volatility could gives some clues for the trading week ahead.
TL;DR
- Global stock markets have seen significant volatility driven by fears of AI disruption.
- Software companies in Europe, like Dassault Systemes and RELX, and wealth managers experienced substantial share drops.
- UBS analysts suggest AI disruption is accelerating beyond software and markets have not fully priced in credit implications.
- Dan Ives of Wedbush argues the 'software Armageddon' is overblown, with companies like Salesforce being part of the AI revolution.
- India is hosting a major AI summit, the 'AI Impact Summit', with prominent AI leaders attending.
- The summit is expected to feature significant deals, partnerships, and announcements, particularly in cloud, AI infrastructure, and collaborations.
- Tech giants are attracted to India's large customer base and engineering talent.
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