Matt Frankel, Tyler Crowe, and Jon Quast discuss:

Why software stocks are down amid AI concerns

The SaaS companies likely to be the most vulnerable

Software stocks that could win in an agentic AI world.

Companies discussed: NOW, CHGG, ADBE, TEAM, IGV, DDOG, HUBS, CNSWF, ASAN, ZS, CRWD, DUOL, CDNS, SNPS

Host: Tyler Crowe

Guests: Matt Frankel, Jon Quast

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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