AI panic fades as software earnings surge - rally could run through October
After months of fear that AI would replace subscription software, a strong earnings week has investors betting the sector's rally has more room to run.

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After months of fear that AI would replace subscription software, a strong earnings week has investors betting the sector's rally has more room to run.
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Lovable, Replit, and others are raising billions as Big Tech both bets on and panics about AI-built software.