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AI Turmoil: Analysts Warn of Broader Market Disruption

2/16/2026

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Story summary
  • Global stock markets face turmoil from AI disruption.
  • Dassault Systemes and RELX posted declines.
  • UBS analysts warn AI-driven sell-off signals broader disruption and project higher risk through 2026–2027, especially in the United States.
  • Dan Ives of Wedbush says fears of a "software Armageddon" are exaggerated and Salesforce and ServiceNow will thrive.
  • An event in India featuring major AI players is expected to influence market sentiment further.