<div id="readability-page-1" class="page"><div><div><h2><strong>New data points in the debate over AI and software</strong></h2><p>Software stocks have just experienced one of their sharpest drawdowns in years, with trailing returns briefly hitting a post-2010 extreme and hundreds of billions in market value erased. Below are several charts highlighting the recent move, sector concentration, valuations, and credit exposure.</p><h2><strong>Trailing 100 trading day return</strong></h2></div></div></div>

XDAT

ARKK

<p>New data points in the debate over AI and softwareSoftware stocks have just experienced one of their sharpest drawdowns in years, with trailing returns briefly hitting a post-2010 extreme and hundreds of billions in market value erased. Below are several charts highlighting the recent move, sector concentration, valuations, and credit exposure.Trailing 100 trading day return</p>

- Software stocks recently faced a significant decline, erasing hundreds of billions in market value.  
- This downturn marked one of the sharpest drawdowns in years, with trailing returns reaching a post-2010 extreme.  
- Several charts illustrate this recent movement, focusing on sector concentration, valuations, and credit exposure.

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