Analyst: Software Sell-Off Is Overdone

February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)

Show Notes
The most ‘disconnected’ tech trade    

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.