Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Why the AI Software Selloff May Be Overblown (Ft. Jason Ware)

Markets feel shaky, but the S&P 500 is still near all-time highs. Zaid sits down with Jason Ware, Portfolio Manager at Albion Financial, to break down the disconnect—from the software selloff and AI fears to the rotation out of Big Tech. They debate whether the panic around AI “killing software” is overblown and whether this dip is actually a buying opportunity. Plus, they discuss what Meta’s AI push, the “Trump put,” and a more hawkish Fed could mean for stocks from here.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(812)

 AI CEOs Call for a Slowdown, First Fed Hike in 3 Years?

AI CEOs Call for a Slowdown, First Fed Hike in 3 Years?

Market update for September 14thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instan...

14 Sep 11min

Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors

Oracle Rises As AI Backlog Hits $664B, Adobe’s Earnings Beat Not Enough for Investors

Market update for September 11, 2026. Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reac...

11 Sep 10min

Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm

Apple’s Foldable iPhone Arrives, Anthropic Researchers Sound the Alarm

Market update for September 10, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and in...

10 Sep 10min

Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier

Meta’s AI Agent App Sends Stock Higher, US-Canada Trade War Gets Uglier

Market update for September 9, 2026Check out the Public app for incredible investing tools and to support the show (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactio...

9 Sep 10min

Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

Apple’s Foldable iPhone Is Coming, Qualcomm Lands Amazon AI Deal

Market update for September 8thLimited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and instant...

8 Sep 10min

Why You Should Take More Risks in Your 20s (ft. Jack Raines)

Why You Should Take More Risks in Your 20s (ft. Jack Raines)

Jack Raines, Venture Capitalist and Author, joins The Rundown to explain why your 20s might be the best time to take bigger risks with your career, money and life. He shares how he turned $6,000 into ...

7 Sep 36min

Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play

Lululemon Crashes After Earnings, Strong Jobs Report Put Fed Hike in Play

Market update for September 4, 2026Limited Time Promo: Sign up for a Public account, Deposit $1,000 and get $100 in free stock (LINK)Planet Labs CEO Interview (YouTube)Follow us on Instagram (@TheRund...

4 Sep 12min

Broadcom Falls Despite AI Growth, Google Escapes a Breakup

Broadcom Falls Despite AI Growth, Google Escapes a Breakup

Market update for September 3, 2026Limited Time Promo: Sign up for a Public account. Deposit $1,000 and get $100 in free stock (LINK)Follow us on Instagram (@TheRundownDaily) for bonus content and ins...

3 Sep 11min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
lydartikler-fra-aftenposten
rss-borsmorgen-okonominyhetene
rss-skravla-gar
rss-pa-konto
pengepodden-2
utbytte
rss-orjasater
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
stormkast-med-valebrokk-stordalen
lederpodden
morgenkaffen-med-finansavisen
rss-markedspuls-2
liberal-halvtime