The Globe and Mail reports in its Saturday, Feb. 7, edition that after last week's drop in global software stocks due to worries about artificial intelligence, contrarian investors may see an encouraging signal. The Globe's David Berman writes that Constellation Software rallied from its lows. Before the uptick, the stock had fallen 58 per cent from its May high, primarily due to fears that AI tools might diminish the company's network of niche software firms. These concerns have not disappeared. The S&P Software and Services Index fell 5.7 per cent on Friday, bringing the total downturn to 25 per cent since September. Mr. Berman notes that some bargain-hunters may have perked up over what looked like signs of capitulation. In a ringing endorsement of this moment, Constellation's share price rebounded on Wednesday. It is now 12 per cent above its intraday low, as of Thursday's close, which is a curiously pronounced gain for a sector that is supposed to be facing oblivion. One source of inspiration for the beaten-up stock may have come from Nvidia chief executive officer Jensen Huang, who said he believed the software sell-off was overdone. For Constellation investors, Mr. Huang's hot take was welcome.