Software stocks got crushed. Did they have it coming?
The index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob Armstrong and Katie Martin make the case that enterprise software isn’t going anywhere. Also on the show: We go long the one analyst with a…
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.
Similar episodes from other shows
More like Unhedged →
Unhedged: Markets had an incredible year. Can that continue?
Money Clinic presents Unhedged: The great British bargain show
Software sell-off, corporate bonds, GSK: The Companies and Markets Show
Why investors are worried about a giant AI bubble - and what happens if it bursts
One great episode in your inbox, daily — free.
One email a day, unsubscribe anytime. No spam, ever.