Software is Getting Cracked by AI…for now

from Risk and Return with Charlie Gasparino and Bob Sloan · host S3 Partners

Charlie Gasparino and Bob Sloan break down how policy uncertainty is reshaping market positioning and driving volatility across equities. They discuss the growing influence of active long leadership, and what shifting positioning signals about sector leadership and return opportunities. Charlie brings his latest reporting into the conversation.

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This episode is 50 minutes long.

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This episode was published on February 4, 2026.

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