AI Self-Cannibalization: Why SaaS is Getting Smashed | February 4, 2026 – Morning Market Briefing

from The Morning Market Briefing · host Narwhal Capital Management

Andrew, Ben, and Tom discuss software companies getting smashed by AI, Fed policy, and Texas Instruments buying Silicon Labs. Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

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