"While things do feel a tad choppier to start 2026, especially for the Nasdaq 100, which has been wobbling quite a bit, going through two separate "mini-corrections" (dips of around 5%) in the past quarter, I do think that 2026 has the makings of another massive year for the AI revolution, especially as new impressive technologies look reignite enthusiasm while tempering fears of some sort of AI bubble."
"Right now, it seems like the impressive technology is back in the driver's seat, thanks in part to agentic AI innovations and the advancement of the capabilities of AI coders."
"With Anthropic's Claude Code and its Cowork agent recently sparking a nasty implosion in various software-as-a-service (SaaS) stocks, the potential disruptive capacity of agents feels almost palpable. In many ways, it does feel like agents could bring forth another "ChatGPT moment," like the one that kicked off the initial AI boom around three years ago."
Rising geopolitical tensions have increased market risks and introduced greater short-term choppiness, though stocks have so far shown resilience. The Nasdaq 100 experienced two roughly 5% "mini-corrections" over the past quarter, signaling increased volatility. Agentic AI and improved AI coding tools are generating renewed technological momentum that could drive tech leadership in 2026. Anthropic's Claude Code and its Cowork agent triggered significant SaaS stock selloffs, demonstrating agent-driven disruption. Anecdotal reports claim Claude Code can complete many months' worth of work quickly, creating both excitement and concern about the speed of change. Broad corporate adoption of advanced AI tools appears likely.
Read at 24/7 Wall St.
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