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Unhedged — Software stocks got crushed. Did they have it coming?
Buzzing ratingBUZZING· 85%20m·2026-07-07·Money

Software stocks got crushed. Did they have it coming?

Unhedged

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…

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