# Citrini Research Type: Company Source: GetYourBrief — https://getyourbrief.com/entity/citrini-research-company Canonical HTML page: https://getyourbrief.com/entity/citrini-research-company ## Timeline - **2026-02-25**: Cramer Rebuttal — Cramer publicly labels the AI collapse scenario as 'science fiction' on Mad Money. - **2026-02-24**: Partial Rebound — Software & Services Index rises 1.3% as Jim Cramer dismisses the 'doomsday' narrative. - **2026-02-23**: Market Selloff — Dow, S&P 500, and Nasdaq slide amid jitters from Citrini Research's AI memo. ## Recent coverage (11 stories, network-wide) ### The ‘Citrini Selloff’: James van Geelen Warns of a Looming AI Capex Correction 2026-02-28 09:07:15 · Sector: startups · Sentiment: Negative · Impact: 7/10 · Sources: 2 Analyst James van Geelen, formerly of Citrini Research, has detailed a viral 'AI Doom Scenario' that predicts a massive market correction driven by the disconnect between AI infrastructure spending and actual enterprise ROI. His thesis suggests that the current cycle of hyperscaler capex is unsustainable without a rapid acceleration in software-driven revenue. Full story: https://getstartupbrief.com/story/james-van-geelen-citrini-selloff-ai-doom-scenario ### Nvidia Forecast Fails to Sustain Rally Amid Growing 'AI Scare Trade' Concerns 2026-02-26 02:53:09 · Sector: ai · Sentiment: Neutral · Impact: 6/10 · Sources: 2 Nvidia’s latest sales forecast, while beating average analyst estimates, failed to maintain a post-market rally as investors grapple with high valuation expectations and broader 'AI scare trade' volatility. The tepid response comes despite a bullish session for U.S. and Asian indices, highlighting a shift in market sentiment toward more cautious scrutiny of AI infrastructure spending. Full story: https://getaibrief.com/story/nvidia-earnings-ai-scare-trade-analysis ### Nvidia Forecast Fails to Ignite Rally as AI 'Scare Trade' Lingers in Asia 2026-02-26 02:51:35 · Sector: finance · Sentiment: Neutral · Impact: 6/10 · Sources: 2 Asian markets rose on Thursday following a strong Wall Street session, though gains were tempered by Nvidia's inability to sustain a post-earnings rally. Despite an upbeat sales forecast, investor sensitivity to AI valuations and the 'wrecking ball' effect on broader sectors continues to weigh on sentiment. Full story: https://getfinancebrief.com/story/nvidia-earnings-asia-markets-wrap-ai-scare-trade ### Jim Cramer Challenges AI 'Doomsday' Narrative Amid Software Sector Selloff 2026-02-26 00:27:14 · Sector: ai · Sentiment: Neutral · Impact: 6/10 · Sources: 3 Jim Cramer has dismissed a viral research memo predicting an AI-driven collapse of the software and finance sectors as 'science fiction,' despite a sharp market selloff. While enterprise software valuations like Salesforce have plummeted to historic lows, Cramer argues that the fear of AI agents replacing entire industries is currently disconnected from economic reality. Full story: https://getaibrief.com/story/jim-cramer-ai-doomsday-software-selloff ### Cramer Rejects AI Doomsday Memo as Software Sector Faces Steep Selloff 2026-02-26 00:25:10 · Sector: finance · Sentiment: Neutral · Impact: 6/10 · Sources: 3 Jim Cramer has labeled a viral research memo predicting an AI-driven collapse of the software and finance sectors as "science fiction," despite a sharp market downturn. While the Dow and Nasdaq faced significant losses following the report, Cramer argues that current economic data contradicts the catastrophic narrative being priced into enterprise software stocks. Full story: https://getfinancebrief.com/story/cramer-ai-doomsday-market-rebuttal ### AI Disruption Fears and Tariff Volatility Rattle Asian Tech Markets 2026-02-25 00:32:45 · Sector: ai · Sentiment: Negative · Impact: 6/10 · Sources: 2 Asian markets experienced mixed trading as investors processed a US Supreme Court ruling on tariffs alongside growing concerns over AI-driven disruption in the software and financial services sectors. A new report from Citrini Research and Anthropic's breakthrough in legacy code migration have specifically pressured tech valuations. Full story: https://getaibrief.com/story/ai-disruption-fears-tariff-volatility-asian-markets ### Asian Markets Stumble as Wall Street Selloff and Tariff Fears Settle In 2026-02-24 02:20:29 · Sector: finance · Sentiment: Negative · Impact: 7/10 · Sources: 2 A significant overnight selloff on Wall Street, driven by AI-related concerns and renewed U.S. tariff threats, has halted a six-day rally in Asian equities. Investors are navigating a complex legal landscape as President Trump invokes the 1974 Trade Act to bypass judicial setbacks on protectionist policies. Full story: https://getfinancebrief.com/story/asian-markets-wobble-wall-street-selloff-tariffs ### Citrini Research Report Triggers Sharp Sell-Off in Software and Payments 2026-02-23 19:20:50 · Sector: ai · Sentiment: Negative · Impact: 7/10 · Sources: 2 A report from Citrini Research detailing the potential economic risks of artificial intelligence sparked a significant downturn in enterprise software, payments, and delivery stocks. The findings suggest that AI's disruptive potential could undermine traditional business models in these sectors, leading to a broader market re-evaluation of AI's long-term impact. Full story: https://getaibrief.com/story/citrini-ai-risks-software-payments-selloff ### AI Risk Report Triggers Sharp Sell-Off in Software and Payments Sectors 2026-02-23 19:20:17 · Sector: saas · Sentiment: Negative · Impact: 7/10 · Sources: 2 A research report from Citrini Research highlighting the disruptive potential of artificial intelligence has sparked a significant downturn in enterprise software and payment stocks. The analysis suggests that AI advancements could fundamentally undermine existing business models, leading to a broader market re-evaluation of long-term growth prospects. Full story: https://getsaasbrief.com/story/citrini-ai-risk-report-software-payments-slump ### AI Risk Report Triggers Sharp Sell-Off in Software and Payments Sectors 2026-02-23 19:20:13 · Sector: startups · Sentiment: Negative · Impact: 7/10 · Sources: 2 A research report from Citrini Research highlighting the disruptive risks of artificial intelligence has sparked a significant sell-off in enterprise software and payment stocks. The report suggests that AI could fundamentally undermine existing business models, leading to a broader market re-evaluation of long-term growth prospects. Full story: https://getstartupbrief.com/story/citrini-ai-risk-report-software-payments-slump ### AI Disruption Fears Trigger Sell-Off in Software and Payments Sectors 2026-02-23 19:18:40 · Sector: finance · Sentiment: Negative · Impact: 7/10 · Sources: 2 A provocative report from Citrini Research has sparked a sharp decline in enterprise software and payment stocks, as investors weigh the potential for artificial intelligence to cannibalize existing business models. The sell-off reflects a growing pivot in market sentiment from viewing AI solely as a growth engine to recognizing it as a significant structural threat to established tech incumbents. Full story: https://getfinancebrief.com/story/software-payments-tumble-citrini-ai-risk-report --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. 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