What Next: TBD | Tech, power, and the future The A.I. Disruption Is Here
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Feb 20, 2026 
Emily Peck, Axios national correspondent and Slate Money co-host, breaks down how AI buzz is roiling markets and reshaping tech work. She traces AI-fueled stock swings, massive cloud spending, and why some software roles feel suddenly insecure. Short takes on vibe coding, layoffs, and which industries face real disruption.
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Karaoke Company Sparks AI Scare Trade
- A tiny karaoke company renamed itself Algorithm Holdings and surged after claiming AI-driven efficiency.
- That single announcement triggered a wider 'AI scare trade' across trucking and logistics stocks.
Vibe Coding Reframes Software Demand
- Tools like Claude Code enabled 'vibe coding' and made software creation dramatically easier.
- That realization spurred fears that many software roles and software companies could be repriced or disrupted.
Market Mood Shift From Hype To Anxiety
- The stock market has been propelled higher by AI hype and now shows growing anxiety as spending rises.
- Investors are reassessing valuations as big tech shifts from capital-light to heavy AI infrastructure spending.