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Software stocks find renewed footing as AI replacement fears fade

The shift comes after a strong week of software earnings that eased concern that AI would displace subscription spending.

Reported · Written up by our desk · ETFs

MarketWatch says sentiment toward subscription software is improving as investors reassess the idea that AI will replace traditional software spending.

The outlet links the calmer outlook to a strong week of software earnings, which it frames as evidence that the AI disruption narrative is not playing out as feared.

With AI replacing fears losing momentum, MarketWatch suggests the software sector’s rally could extend toward October.

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