Software Stocks Just Had Their Best Month Since 2001

In this episode of The Quarterly Review, Lucas and Luna examine the stunning rally in software stocks that just closed their best month in 25 years. The conversation drills into how the so-called 'SaaSpocalypse' narrative has reversed, with enterprise customers returning to big platform deals. Lucas breaks down the structural shift in enterprise AI spending and why companies like Salesforce and Adobe are seeing renewed demand. Luna asks whether this is a genuine recovery or just compressed buying before potential tariff hikes. They reference the S&P 500 at 7,580 and the Nasdaq's 8% May gain, tying the rally to specific market realities. The discussion also touches on Dell's 32% AI server pop as a contrasting hardware story. A focused, data-backed look at what changed in software valuations over the past month and whether the momentum can last through the second half of 2026. #SoftwareStocks #SaaSpocalypse #EnterpriseTech #Nasdaq #Salesforce #Adobe #Dell #AIRally #EnterpriseSpending #Tariffs #StockMarket #May2026 #Business #Investing #FexingoBusiness #BusinessPodcast #TheQuarterlyReview #TechEarnings Keep every episode free: buymeacoffee.com/fexingo