UNSTABLE MARKET STRUCTURES; $300B ERASED ON AI DISRUPTION FEARS; IS AI AGENTFORCE GOING BUST?
By Nigam Arora
To gain an edge, this is what you need to know today.
AI Disruption Fears (Fear Overtakes Greed)
Please click here for a chart of Salesforce stock (CRM).
Note the following:
- The Morning Capsule is about the big picture, not an individual stock. The chart of CRM stock is being used to illustrate the point. Salesforce is a component of the Dow Jones Industrial Average (DJIA). Salesforce is the biggest giant in customer relationship software.
- The chart shows when the institutional crowd ran up CRM stock on AI euphoria.
- Salesforce has an AI driven platform called Salesforce Agentforce that is designed to rapidly deploy AI agents.
February 4, 2026