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Global software, data firms slide as AI disruption fears compound jitters over $600 billion capex plans

Ai • February 6, 2026

Global software, data firms slide as AI disruption fears compound jitters over $600 billion capex plans is drawing significant interest across the industry.

Global technology and data stocks slid again on Friday, as a rout showed no signs of abating on worries over the impact of powerful new AI models on their business and the billions hyperscalers plan to spend on their tech roll out this year.

Experts suggest this could influence future trends and innovation in the sector.

More updates are expected as the story develops.


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