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AI is Eating Software — Is This Sell-Off Overdone?
AI was supposed to supercharge software. Instead, it’s threatening to disrupt it.
Ivana Delevska, Founder & CIO of Spear Advisors, joins In the Money with Amber Kanwar to break down whether the brutal software sell-off is justified — or overdone. As hyperscalers ramp capex and next-generation AI agents get more powerful, investors are questioning which business models survive and which get left behind. Ivana explains why AI is no longer one broad trade, why valuation suddenly matters again, and where she believes the real opportunity now sits in the value chain.
In the mailbag, Ivana tackles…
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