Charles' Take: The Software Survival Guide

What this episode covers

The historic outperformance of semiconductor hardware has created a deep evaluation gap in the software sector, leaving investors to question which companies will survive the creative destruction triggered by artificial intelligence. Charles is joined by Tyler Radke, Citi Co-head of US Equity Research, to discuss the criteria for a software turnaround, the impact of AI on terminal value, and why names like Microsoft, Zoom, and Palantir are now offering compelling risk-reward profiles Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Frequently Asked Questions

How long is this episode of Charles Payne's Unstoppable Prosperity Podcast?

This episode is 7 minutes long.

When was this Charles Payne's Unstoppable Prosperity Podcast episode published?

This episode was published on January 24, 2026.

What is this episode about?

The historic outperformance of semiconductor hardware has created a deep evaluation gap in the software sector, leaving investors to question which companies will survive the creative destruction triggered by artificial intelligence. Charles is...

Can I download this Charles Payne's Unstoppable Prosperity Podcast episode?

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