Latest / The Financial Exchange Show
AI Is Breaking Software Stocks—And Why That Matters for the Entire Market
Chuck Zodda and Paul Lane unpack violent market rotations as AI-driven disruption batters software stocks while value names surge beneath a flat S&P 500. The hour explores whether generative AI threatens the durability of major software businesses, what today’s leadership vacuum means for markets, delayed labor data amid a government shutdown, and a deep dive into estate planning fundamentals with Todd Lutsky during Ask Todd.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.