AI Scare Trade

The ‘SaaSpocalypse’ of 2026: How Anthropic’s Autonomous Agents Ignited the AI ‘Scare Trade’

The software sector is currently weathering its most volatile period since the 2000 dot-com bubble, but for the opposite reason: artificial intelligence is working too well. Over the past three weeks, a massive selloff known among traders as the "AI Scare Trade" has erased more than $611 billion

AI Scare Trade

The $611 Billion 'Scare Trade': Anthropic’s Autonomous Agents Trigger Global Software Meltdown

In a week that will likely be remembered as the "SaaSpocalypse," a massive wave of panic selling has erased over $611 billion in market capitalization across the software and financial services sectors. The catalyst for this unprecedented "AI Scare Trade" was the release of Anthropic’s