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U.S. stocks: AI fear trade drags down delivery, payment and software shares

AI-related fear trading reignited in New York, pushing down delivery, payment and software stocks. Bloomberg reported that IBM fell 13 percent, its biggest drop since 2000. The move was sparked by a Citrini Research report posted to social media that outlined risks from AI disruption and suggested AI agents could bypass fees charged by payment processors such as Mastercard and Visa. Separate posts from Anthropic and Nassim Taleb added to the volatility.