--- title: "AI \"ghost\" strikes Wall Street again: Amazon's new tool raises concerns of disruption, US software stocks face heavy losses" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/280391880.md" description: "U.S. software stocks plummeted due to reports of Amazon's new AI tools, with ETFs falling 4.3%, marking the largest decline in a month. UiPath and HubSpot both dropped about 9%, while Atlassian fell 8.4%. Amazon's cloud computing division is developing AI agents that could impact the jobs of thousands of tech experts. Concerns about the growth prospects of traditional software companies have intensified, putting continued pressure on software stocks, with the iShares Expanded Tech-Software Sector ETF down over 23% since the end of 2025" datetime: "2026-03-25T01:17:03.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280391880.md) - [en](https://longbridge.com/en/news/280391880.md) - [zh-HK](https://longbridge.com/zh-HK/news/280391880.md) --- > 支持的语言: [English](https://longbridge.com/en/news/280391880.md) | [繁體中文](https://longbridge.com/zh-HK/news/280391880.md) # AI "ghost" strikes Wall Street again: Amazon's new tool raises concerns of disruption, US software stocks face heavy losses According to the Zhitong Finance APP, U.S. software stocks plummeted on Tuesday due to reports about Amazon's (AMZN.US) new AI tools reigniting disruption concerns that have plagued the sector for the past few months. Data shows that an exchange-traded fund (ETF) tracking software stocks fell by 4.3%, marking the largest decline in a month. UiPath (PATH.US) and HubSpot (HUBS.US) led the declines, both dropping about 9%; Trello's parent company Atlassian (TEAM.US) fell by 8.4%. According to media reports citing informed sources, Amazon's cloud computing division, Amazon Web Services (AWS), is developing an AI agent that can automatically perform some functions for sales, business development, and other teams—departments that were among those significantly affected by the tech giant's previous large-scale layoffs. The reported agent being developed by AWS could handle part of the workload of thousands of technical experts in areas such as cybersecurity and server networks. Software stocks have been under pressure this year. The release of next-generation AI tools by several AI startups, including Anthropic, has raised concerns about the growth prospects of traditional software companies. The iShares Expanded Tech-Software Sector ETF has fallen more than 23% since the end of 2025, heading towards its worst quarterly performance since 2008. Later on Monday, Anthropic announced that its Claude chatbot can now take over users' computers to perform tasks such as browsing the web and filling out spreadsheets. As software stocks fell again, the latest moves in the U.S. private equity industry, which faced a wave of redemptions due to significant exposure to software stocks, further exacerbated anxiety. Ares Management (ARES.US) and Apollo Global Management (APO.US) are restricting redemptions from private credit funds. Prior to this, concerns about the rising risks of lending to software manufacturers and other companies seen as vulnerable to AI disruption had triggered a wave of redemption requests. Despite ongoing concerns about the U.S. software sector, Wedbush analyst Dan Ives, known in the market as a "tech bull standard-bearer," argued earlier this month against the continued sell-off in the software sector, stating it is the "most disconnected" tech trade he has seen in the past 15 to 20 years. Ives believes that the market's fears of AI disrupting traditional software companies are exaggerated, leading to what he calls "AI ghost trading," which has unjustly punished the sector. Ives stated, "Ultimately, it is software—from Salesforce (CRM.US) to ServiceNow (NOW.US), and finally to applications in the cybersecurity field such as CrowdStrike (CRWD.US) and Palo Alto (PANW.US)—that is key. I believe this is the most severe sell-off in this sector I have seen in decades." The analyst pointed out that Anthropic's recent advancements in intelligent agents may signal a bottom for software stocks. He maintains that the true value of AI lies in mature software platforms, rather than pure AI companies Dan Ives stated, "My view is that AI may disrupt some pure software vendors that rely solely on a single product. But the reality is that data and value exist within the tech stack. They exist on the installations of companies like Salesforce, ServiceNow, Workday, Oracle, etc." Ives predicts that 30% of AI spending will ultimately flow to software companies and pointed out that Palantir (PLTR.US) has already demonstrated monetization potential. He also anticipates consolidation in the industry. He remarked, "Right now, taxi drivers in Miami are bearish on software, and I think, relative to my view on the software sector this year, that's a bullish signal." It is worth mentioning that the analyst team led by Dan Ives at Wedbush stated in early February that although AI may indeed pose some pressure on traditional software business models in the short term, the market's reaction to this risk is clearly excessive. The current sell-off in software stocks has implied an extreme assumption of "the industry being massively disrupted by AI," which is not feasible in reality. Ives pointed out that enterprise customers are far more cautious about AI migration than the market imagines. Many enterprises are unwilling to expose core data to new platforms that are not yet fully mature just to chase AI benefits, nor will they easily abandon the software infrastructure built over decades at a cost of hundreds of billions of dollars. He stated, "AI is undoubtedly a headwind in the short term, but the current pricing by the market suggests that the software industry is about to face an 'apocalypse,' which we believe is completely detached from reality." Wedbush emphasized that the current large enterprise software ecosystem has accumulated trillions of data points, and emerging AI companies like OpenAI and Anthropic are unlikely to fully take over these complex systems in the short term, whether in terms of data capacity or enterprise-level security. This means that AI is more likely to be integrated as "embedded tools" within existing software platforms rather than completely replacing them. Wedbush also pointed out that Microsoft (MSFT.US), Palantir, CrowdStrike, Snowflake (SNOW.US), and Salesforce are the top five software stocks worth holding during the "software winter." NVIDIA (NVDA.US) CEO Jensen Huang also dismissed concerns that AI would replace software and related tools in early February, calling such ideas "illogical." Speaking at an AI conference hosted by Cisco Systems in San Francisco, Huang stated that the notion that AI would diminish the importance of software companies is misleading. He believes that AI will continue to rely on existing software rather than rebuilding foundational tools from scratch. JP Morgan strategists also noted that it remains unclear whether traditional software companies will be replaced by AI in the long term, but the current market's pessimism about AI disruption has already shown "overreaction" at this stage. Microsoft and CrowdStrike are among the representative companies mentioned by JP Morgan strategists that possess AI resilience, and such companies are expected to benefit from AI-enhanced workflow efficiency. 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