Closing Bell Closing Bell: Live From Futureproof 3/10/26
7 snips
Mar 10, 2026 
Pippa Stevens, CNBC energy reporter tracking oil moves and Strait of Hormuz developments. Adam Parker, TriVari founder and market strategist offering macro and earnings perspective. They discuss sudden oil-driven market whipsaws. They debate whether the recent stock rebound is durable, how software and private credit stack up, and what higher oil could mean for U.S. markets.
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Software Rally Could Be A Dead Cat Without Selectivity
- Software may have bottomed in headline-driven selloffs but structural risks remain for many names.
- Adam Parker warns multiples fell because future revenue and margin pressures may persist, favoring semiconductors over software.
AI Monetization Should Favor Incumbent Software Stacks
- Dan Ives calls the AI trade 'disconnected' and sees value in incumbent stacks and install bases.
- He expects monetization of AI in software to accelerate in H2, favoring platform incumbents like Salesforce and ServiceNow.
Pick Software Winners Not Whole Sector Bets
- Expect a bifurcated software outcome and focus on stock selection rather than broad exposure.
- Adam Parker suggests avoiding one-trick vendors and favoring names with durable revenue stacks and less terminal-value risk.