Headlines
Bloomberg MarketsTen Dead, Dozens Injured in Mass Shooting in CanadaBloomberg MarketsIreland Must Build up Fiscal Buffers, Central Bank Chief SaysFinancial TimesElliott Management builds stake in London Stock Exchange GroupBloomberg MarketsChina Sells Yuan Bonds in Hong Kong at Lowest Yields in YearsBloomberg MarketsPatria Readies New Private Credit Fund for Latin American DealsBloomberg MarketsWorld’s Biggest Nickel Mine in Indonesia Told to Cut OutputBloomberg MarketsDubai Airports CEO: See Resurgence from Chinese MarketsBloomberg MarketsMonte Paschi’s Di Stefano Quits Board Over Probe Against HimBloomberg MarketsGoldi Solar Is Said to Consider $350 Million India IPOBloomberg MarketsFernandes: AirAsia Close on Another Large Plane OrderBloomberg MarketsBarratt Home Sales Rise on Improved Mortgage Lending ConditionsBloomberg MarketsCommerzbank CEO Orlopp Lifts Profit GuidanceBloomberg MarketsBitcoin Slides Below $67,000 as Crypto Diverges From StocksBloomberg MarketsAI Disruption Fears Spread to China, Asian Markets | The China Show 2/11/2026Bloomberg MarketsFTSE 100 Flirts With Record as Banks and Oil Stocks RiseBloomberg MarketsTen Dead, Dozens Injured in Mass Shooting in CanadaBloomberg MarketsIreland Must Build up Fiscal Buffers, Central Bank Chief SaysFinancial TimesElliott Management builds stake in London Stock Exchange GroupBloomberg MarketsChina Sells Yuan Bonds in Hong Kong at Lowest Yields in YearsBloomberg MarketsPatria Readies New Private Credit Fund for Latin American DealsBloomberg MarketsWorld’s Biggest Nickel Mine in Indonesia Told to Cut OutputBloomberg MarketsDubai Airports CEO: See Resurgence from Chinese MarketsBloomberg MarketsMonte Paschi’s Di Stefano Quits Board Over Probe Against HimBloomberg MarketsGoldi Solar Is Said to Consider $350 Million India IPOBloomberg MarketsFernandes: AirAsia Close on Another Large Plane OrderBloomberg MarketsBarratt Home Sales Rise on Improved Mortgage Lending ConditionsBloomberg MarketsCommerzbank CEO Orlopp Lifts Profit GuidanceBloomberg MarketsBitcoin Slides Below $67,000 as Crypto Diverges From StocksBloomberg MarketsAI Disruption Fears Spread to China, Asian Markets | The China Show 2/11/2026Bloomberg MarketsFTSE 100 Flirts With Record as Banks and Oil Stocks Rise
Home/Bloomberg Markets
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Bloomberg Marketsglobal

AI Loser Software Stocks Overshadowed as Hardware Earnings Jump

Bloomberg Markets
Wednesday, February 11, 2026 at 5:30 AM
~4 min read
Equities

Original Report

Europe’s software companies are set for slower earnings growth than their hardware counterparts this year, compounding fears in global markets that artificial intelligence will reshape software...

Europe’s software companies are set for slower earnings growth than their hardware counterparts this year, compounding fears in global markets that artificial intelligence will reshape software firms’ business models.

Glass House Analysis

International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.

Corporate decisions reverberate through local communities—a merger might mean headquarters relocating, a restructuring could eliminate jobs, and strategic shifts affect suppliers and service providers in countless towns. Behind quarterly earnings numbers are real employment decisions, investment choices, and community impacts that shape the economic landscape of regions across the country.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%