Matt Frankel, Tyler Crowe, and Jon Quast discuss:

Why software stocks are down amid AI concerns
The SaaS companies likely to be the most vulnerable
Software stocks that could win in an agentic AI world.

Companies discussed: NOW, CHGG, ADBE, TEAM, IGV, DDOG, HUBS, CNSWF, ASAN, ZS, CRWD, DUOL, CDNS, SNPS

Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Producer: Anand Chokkavelu
Engineer: Dan Boyd


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