Software stocks have officially entered bear market territory — and artificial intelligence is at the center of the fear.

In this week’s Fastest 4 Minutes in Finance, we break down why software stocks are down nearly 30%, what sparked the sudden sell-off, and how AI developments from companies like Anthropic are reshaping investor sentiment. As fears grow that AI could replace traditional software, money has rushed out of software stocks and into semiconductors — creating a sharp market divergence.

But is this panic justified?