An Emerging AI Agent Economy: First A Software Apocalypse, Now A Renaissance? In early 2026, a collective panic swept through software companies and repriced the entire category. The Dow Jones U.S. Software Index, which serves as a U.S. software sector benchmark, fell from a record close of $9040.04 on October 28th, 2025, to $5773. ... Published: 2026-09-08