This anxiety is spreading from traditional software into the $10 trillion information services market, including finance, real estate, logistics, and law. If $700 billion in annual AI investment starts disrupting these sectors, the consequences are real

PLTR — As it falls a lot, strong AI commercialization and earnings may reset in 2026.

Exciting, won a lot

The deeper concern lies in business models. The core SaaS logic of seat-based pricing is facing potential disruption

Singapore's economy grew 6.9% in the fourth quarter of 2025 from a year earlier, government data showed on Tuesday, higher than an official advance estimate of 5.7%.

There are two prevailing narratives regarding this Capex explosion: The Cloud Provider Logic (AMZN, GOOG, MSFT) Their infrastructure spending is backed by actual B2B customers. As long as the cloud market expands, this Capex builds a massive competitive moat. The Consumer Monetization "Ghost Story" (META, AAPL, TSLA) These companies must recoup their AI billions one or two dollars at a time from individual consumers. If the "AI killer app" for consumers doesn't materialize, this Capex becomes a heavy drag on the balance sheet.

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The S&P 500 and the Nasdaq rose solidly after a shaky start on Monday (Feb 9), as technology stocks found their footing following last week's AI-sparked selloff, while investors waited for key economic data that could shed light on the Federal Reserve's interest-rate path.

Major U.S. equity indexes finished a volatile week mixed, as large-cap technology stocks suffered their worst week since November while small-cap and value-oriented stocks added to their year-to-date gains. Worries about the disruptive potential of artificial intelligence (AI), as well as concerns regarding potential overinvestment in the technology, weighed on many of the high-growth stocks that have outperformed in recent years. In contrast, some cyclical and value-oriented segments outperformed as investors seemed to rotate into the areas that have lagged firms with more AI exposure. Corporate earnings and geopolitical tensions also appeared to contribute to the week’s volatility.