BNP Paribas strategists have issued a warning regarding the disruptive risks posed by artificial intelligence, which could potentially weaken the credit status of U.S. software company bonds. According to Jin10, the significant sell-off in software stocks highlights growing market concerns about their business models, which may extend to the credit market. The strategists noted that the U.S. faces greater AI-related risk exposure compared to Europe, diminishing the appeal of U.S. software company bonds.