Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This “DeepSeek Moment” caused investors to rethink their assumptions. The rapid rise of enterprise AI tools appears to have investors rethinking things again.
Tyler Crowe, Matt Frankel, and Jon Quast discuss:
- Which stocks may be more safe
- Sudden shifts in the job market
- How the economy impacts our investing
- Stocks on our radar
Companies discussed: CRWD, TOST, UPS, AMZN, POWL, ZS, GDDY
Host: Tyler Crowe
Guests: Matt Frankel, Jon Quast
Engineer: Dan Boyd
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