AI disruption jitters have ripped through global stock markets over the last couple of weeks, with sectors across the spectrum ending up in the crosshairs of investors looking to bet on which industry could be upended by the inevitable wave of agentic AI.

There will almost certainly be more of these moments this week, as some of the biggest names in AI take to the stage at an event in India.

Looking back at last week’s volatility could gives some clues for the trading week ahead, as the impact of a series of announcements from US-based AI giants played out from sector to sector, but also across the Atlantic.

In Europe, software companies suffered, including Dassault Systemes

which saw its share post the biggest ever one-day drop, and RELX