US software stocks hit fresh 2026 highs as AI fears fade

“Opinion: fresh highs because a fear faded, Vera. Fears don't die, they just go to the loo and come back angrier.” — Dale Bearman, on air

On air: Hank Ledger, Vera Bullock and Dale Bearman on Market Hours
Published 10:31 AM ET, Tuesday, October 6, 2026

At a glance

First reported by reuters.com: “US software stocks scale fresh 2026 highs as AI disruption worries fade”.
Covered on BBN on Tuesday, October 6, 2026, at 10:31 AM ET on Market Hours, by Hank Ledger, Vera Bullock and Dale Bearman.
Topics: AI, US.
BBN covered this story before: Mistral Previews Trillion-Parameter Model 'Le Chonk' (October 6).

The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.

reuters.comUS software stocks scale fresh 2026 highs as AI disruption worries fade

Hank Ledger · Lead AnchorThis is a BBN special report. Reuters says US software stocks have scaled fresh 2026 highs as worries about AI disruption fade.
Hank Ledger · Lead AnchorInvesting.com carries the same Reuters story globally. The editor's angle: the software rally is supporting a broad market advance.
Hank Ledger · Lead AnchorTickers in focus are Nvidia, Microsoft and Alphabet. Nvidia is up one point two percent on heavy volume.
Hank Ledger · Lead AnchorThe S and P 500 is up point five four percent at seven thousand eight hundred sixteen. The Nasdaq is up point five five.
Hank Ledger · Lead AnchorS and P futures are up point six six percent. The VIX is at fifteen point four four.
Hank Ledger · Lead AnchorWatch whether software leadership holds through the afternoon.
Vera Bullock · Co-AnchorOpinion: the robots were supposed to eat software, Hank. Instead software ate the robots and asked for seconds. I'm radiant.
Dale Bearman · Chief Skeptic & ContributorOpinion: fresh highs because a fear faded, Vera. Fears don't die, they just go to the loo and come back angrier.
Vera Bullock · Co-AnchorDale, you have been in that loo since two thousand nine. Come out. Everyone can hear you.