Rodrigo Santos Andrade share

Tech stocks getting hit as ‘path of least resistance is down’: Analyst

visibility comment0 event February 4, 2026 timer 23:46

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Investors were assessing on Wednesday (Feb 4) whether a selloff in global software stocks this week had gone too far, as they weighed whether businesses could survive an existential threat posed by artificial intelligence. Santosh Rao, head of research at venture capital firm Manhattan Venture Partners, tells CNA’s Asia First why investors are looking for more than just strong tech earnings reports.

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