Is the Tech Slump Here to Stay?… And Opportunities Outside of Software 6/26/26
A rough week for Big Tech as investors shy away from AI and memory stocks. Deepwater Asset Management’s Gene Munster lays out why the AI trade may not be dead and how investors can navigate the tech sell-off. Then, why investors might find better returns outside of the software trade in lower-middle-market businesses.…
We score an episode from what we can actually measure — its reach and engagement, what listeners say about it, and what it covers. We don't have those signals for this one yet, so it doesn't get a number.
Buzzmeter says it's buzzing across platforms — the Hive Vote says whether the people who actually listened liked it.
Rate this episode
Add your vote to the Hive — listeners rate every episode after they finish.
- No reviews yet — be the first.
More from CNBC's "Fast Money"
See all episodes →Meta’s Rally Keeps Rocking… And A Major AI Safety Warning 9/24/26
U.S. 10-Year Yield Hits 19-Year High… And The Ripple Effects From Meta’s Muse 9/23/26
Meta’s Muse Ripple Effects… And A Coiled Spring In Google 9/22/26
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.