Telcos untouched as key vendors hit by global stock selloff

Joe Purnell2026-02-04T17:48:00

Source: Adam Śmigielski / Unsplash

In depth: US and EMEA telco majors ride out this week’s software tech storm as investors are spooked by advanced AI developments, leaving some of the industry’s most prominent software providers in freefall…

This article includes:

Themes: AI disruption; AI‑powered automation; Global stock selloff; Infrastructure resilience; Investor sentiment; Market volatility; Software vendor downturn; Telco sector stability; Technology rout.
People: Aditya Agarwal; Art Hogan; Ipek Ozkardeskaya; Jensen Huang; Sam Altman.
Geographic: EMEA; Europe; Japan; Switzerland; UAE; UK; USA.
Organisations: Accenture; Amazon; Anthropic; AT&T; B. Riley Wealth Management; BT; Capacity; Cisco; Deutsche Telekom; e&; Ericsson; Google; IBM; Microsoft; NEC; Netcracker; Nokia; OpenAI; Orange; Pearson; Relx; Salesforce; SAP; ServiceNow; stc Group; Swisscom; Swissquote; Technobezz; Telefónica; Telenor; T‑Mobile US; Verizon; Vodafone; Wall Street Journal; Yahoo Finance.

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