In TrendsStock MarketStocks to WatchNifty OutlookGold and SilverStocks to BuyPM-KISANUS software stocks scale fresh 2026 highs as AI disruption worries fadeUS software stocks are touching fresh 2026 highs, supported by a sharp rise in earnings expectations, which according to several analysts indicate that fears over AIled disruption in the sector were largely overstated.By Reuters October 6, 2026, 8:40:17 PM IST (Published)US software stocks are touching fresh 2026 highs, supported by a sharp rise in earnings expectations, which according to several analysts indicate that fears over AI-led disruption in the sector were largely overstated.The S&P 500 software and services index rose 1.3% on Tuesday to its highest levels since November 2025, after posting its biggest quarterly jump in July-September since the second quarter of 2020.Strong earnings from software companies such as Salesforce, ServiceNow and Accenture, along with partnerships with AI labs, helped fuel a recovery in the sector that had been underway since late June.Cybersecurity stocks have stood out, with Crowdstrike, Fortinet and Palo Alto Networks notching triple digit percentage gains this year as companies spend heavily on cybersecurity in the age of AI.”AI has been more of an enabler for a lot of these software companies, more than a disruptor,”…
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