AI Is Breaking Software Stocks—And Why That Matters for the Entire Market

from The Financial Exchange Show · host The Financial Exchange Network

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.

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This episode is 37 minutes long.

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This episode was published on February 4, 2026.

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