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Companies

Salesforce

Mentioned in 150 analyzed podcast episodes across 10 shows

A major enterprise SaaS company with 87,000 employees offering CRM and business automation software, including the AI-powered AgentForce product. Frequently discussed in podcasts as both a successful legacy software company and a case study in AI disruption, workforce automation (reducing support teams through AI), and the challenges traditional SaaS vendors face competing with AI agents. Also referenced in investment discussions, competitive analysis, and as an example of complex enterprise software platforms that AI systems are being trained to integrate with.

Episode Mentions

Marketing School - Digital Marketing and Online Marketing Tips

Marketing School - Digital Marketing and Online Marketing Tips · Apr 13, 2026

IKEA Just Found the AI Strategy Most Companies Missed

Previously acquired one of Brett Taylor's companies; he was considered for CEO role before launching Sierra

AI Chatbots for Customer Service AutomationAI-Driven Business Model InnovationWorkforce Reskilling and Augmentation
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Digital Disruption with Geoff Nielson

Digital Disruption with Geoff Nielson · Apr 13, 2026

AI Is Killing Free Will: Ex-Twitter Ethical AI Lead Explains How to Protect Yourself

CEO made similar workforce replacement claims about AI agents that were not met in practice

AI Ethics and Responsible AIData Privacy and Surveillance CapitalismAlgorithmic Bias and Fairness
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Apr 10, 2026

Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

Enterprise software company potentially disrupted by AI; discussed as example of legacy software at risk

Anthropic Revenue Growth and Market DominanceAI Model Safety and Responsible DeploymentMythos Model and Cybersecurity Vulnerabilities
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 9, 2026

Mad Money w/ Jim Cramer 4/9/26

Enterprise software company showing resilience; ARU research indicates enterprise buyers have 2x more confidence in legacy SaaS vs new AI entrants

Software vs Hardware Market LeadershipEnterprise AI Infrastructure InvestmentDirect-to-Consumer Retail Strategy
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Apr 8, 2026

Mad Money w/ Jim Cramer 4/8/26

Down 4% amid SaaS sector skepticism; AI displacement fears overshadowing strong AI agent capabilities and customer communication tools

Zero-Day Vulnerability Detection and AI SecurityData Center Power Infrastructure and Backup SystemsCybersecurity as Non-Replaceable Competitive Moat
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Big Technology Podcast

Big Technology Podcast · Apr 8, 2026

OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie

CRM platform mentioned as example of enterprise system agents need to integrate with for knowledge work automation

AI Agent Architecture and Autonomous Task ExecutionOpenAI vs Anthropic Competitive PositioningEnterprise Data Integration and Knowledge Management
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The a16z Show

The a16z Show · Apr 8, 2026

The Agent Era: Building Software Beyond Chat with Box CEO Aaron Levie

Referenced as historical example of SaaS disruption that moved CRM from on-premise to cloud, facing similar agent-era challenges

Agent-First Software ArchitectureEnterprise AI Security and Access ControlSystem of Record Modernization
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Big Technology Podcast

Big Technology Podcast · Apr 4, 2026

OpenAI buys TBPN, SpaceX’s $2 Trillion IPO?, Iran Disables Amazon Infrastructure

Legacy enterprise software company; must build sufficient AI to remain relevant against AI-native competitors

OpenAI Media Strategy and TBPN AcquisitionAI Narrative and Public Perception ManagementSpaceX IPO Valuation and Capital Markets Impact
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The Dave Gerhardt Show (from Exit Five)

The Dave Gerhardt Show (from Exit Five) · Apr 3, 2026

How to Make Outbound Work and Build Pipeline in 2026 (with Jen Allen-Knuth, Founder of DemandJen)

Major CRM platform; example of established competitor in crowded marketing technology landscape

Buyer Status Quo as Primary CompetitorClosed-Loss Deal Analysis and AuditingCold Email Messaging Strategy
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Everyday AI Podcast – An AI and ChatGPT Podcast

Everyday AI Podcast – An AI and ChatGPT Podcast · Apr 3, 2026

Ep 748: Plugins, Microsoft’s AI Comeback and New AI Video. 7 New AI Features You Should be Tracking

Parent company of Slack; now bundles Slack with every Salesforce customer; Slack bot integrates Salesforce CRM and Agent Force

ChatGPT Plugins and Codexa IntegrationAI Memory Portability and Chat History ImportSlack Bot and Enterprise AI Agents
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CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 2, 2026

Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26

Part of software sector weakness; mentioned as iconic SaaS company alongside Microsoft in knowledge worker displacement narrative

Iran-US Geopolitical Conflict and Strait of Hormuz Closure RiskOil Price Surge and Energy Market BifurcationSoftware Sector Weakness and AI-Driven Knowledge Worker Displacement
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This Week in Startups

This Week in Startups · Apr 2, 2026

How 3 CEOs Use AI to Run $10B in Companies | This Week in AI

Investor in Fundamental's Series A round

Large Tabular Models (LTMs) for Enterprise AIStructured Data vs Unstructured Data in AIAI Data Center Infrastructure and Bottlenecks
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SaaS Interviews with CEOs, Startups, Founders

SaaS Interviews with CEOs, Startups, Founders · Apr 1, 2026

How Allo Reached $10M Revenue With 5,000 Customers

CRM platform; Allo integrates with Salesforce and uses it as a signal for sales team outreach

Customer Acquisition Cost (CAC) and payback period optimizationProduct-led growth (PLG) vs. sales-led growth hybrid modelsActivation metrics and early churn reduction
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Everyday AI Podcast – An AI and ChatGPT Podcast

Everyday AI Podcast – An AI and ChatGPT Podcast · Apr 1, 2026

Ep 746: Review of Anthropic Claude’s Viral New Computer use: Fun Party Trick or Real Agentic Workforce?

Example of enterprise CRM app where knowledge workers spend significant time; has direct Claude integration

Anthropic Claude Computer Use FeatureAgentic AI Workflow AutomationDesktop Control and Screen Hijacking
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Mar 31, 2026

Mad Money w/ Jim Cramer 3/31/26

Launched new AI-powered Slack features and Agent Force product; announced $50B buyback; CEO discussed enterprise AI integration

Iran Nuclear Negotiations and Geopolitical RiskCommodity Price Inflation from War (Oil, Fertilizer, Polyethylene, Aluminum)Federal Reserve Rate Cut Expectations
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The Dave Gerhardt Show (from Exit Five)

The Dave Gerhardt Show (from Exit Five) · Mar 31, 2026

How to Be the CMO Everyone Wants to Work With (with Dave Kellogg)

Where Kellogg worked as SVP/GM and references Benioff as CEO who acts as CMO

CMO failure patterns and tenure challengesBuilding strategic partnerships with sales leadershipMarketing attribution and measurement strategies
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A Beginner's Guide to AI

A Beginner's Guide to AI · Mar 30, 2026

Stop Losing 9,000 Leads a Day: Torrey Leonard’s Playbook for Voice AI Follow-Up

CRM platform that Thoughtly integrates with for lead management

Voice AI agentsLead qualification automationCRM integration challenges
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 26, 2026

20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund

Facing AI disruption concerns and market skepticism about revenue durability

AI Enterprise Market CompetitionLate-Stage Venture Capital ValuationsSpace Technology and Data Centers
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Mar 25, 2026

Scaling Intelligence Out: Cisco's Vision for the Internet of Cognition, with Vijoy Pandey

Example of enterprise software vendor whose agents would need to interoperate

Internet of CognitionMulti-agent systemsDistributed AI architecture
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"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis · Mar 22, 2026

Your Agent's Self-Improving Swiss Army Knife: Composio CTO Karan Vaidya on Building Smart Tools

Major SaaS platform discussed as incumbent adapting to AI disruption threats

AI Agent Tool IntegrationSmart Tool DiscoveryContinuous Learning Systems
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Mar 22, 2026

Why AI Actually Won't Take Your Job

Former AI CEO Clara Xi discussed wage resets and wage pressure as more common than full displacement

AI job displacement and labor market impactTask-level vs. job-level workforce analysisAI washing and corporate communication around layoffs
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Marketing School - Digital Marketing and Online Marketing Tips

Marketing School - Digital Marketing and Online Marketing Tips · Mar 18, 2026

What Businesses Get COMPLETELY Wrong About "AI Employees"

CRM platform mentioned as integration point for AI agent teams

AI agent teams for revenue operationsPitch deck optimization and feedbackAI company unit economics and churn rates
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Marketing School - Digital Marketing and Online Marketing Tips

Marketing School - Digital Marketing and Online Marketing Tips · Mar 16, 2026

Anthropic's Growth Team Is Just One Person

Mentioned in relation to Brett Taylor's executive background

Growth team structureAI marketing automationProduct-led growth
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · Mar 16, 2026

20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI | Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

System of record example facing data portability and switching cost challenges

Eight Moats Framework for Software DurabilityAI Impact on SaaS Business ModelsVenture Capital Portfolio Construction
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Lenny's Podcast: Product | Career | Growth

Lenny's Podcast: Product | Career | Growth · Mar 15, 2026

The tactical playbook for getting 20-40% more comp (without sounding greedy) | Jacob Warwick (Executive Negotiator)

Referenced as example of enterprise B2B deal complexity in negotiation analogies

Salary negotiation tacticsCompensation benchmarkingInterview strategy
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Better Offline

Better Offline · Mar 13, 2026

Monologue: It's The Beginning Of History

Cited as example of weak AI monetization: $800M annualized Agentforce revenue is negligible relative to company scale

Anthropic Financial Disclosure and Revenue MisrepresentationAI Industry Profitability and Business Model ViabilityDepartment of Defense AI Supply Chain Risk Designation
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TBPN

TBPN · Mar 12, 2026

Dr. Alex Karp LIVE from AIPCon | Alex Karp, Dan Ives, Eric Brock, Casey Lane, Ted Mabrey

Cited as example of established software company positioned to benefit from AI ghost trade

AI impact on white-collar employmentForward deployed engineering evolutionEnterprise software disruption
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The AI Daily Brief: Artificial Intelligence News and Analysis

The AI Daily Brief: Artificial Intelligence News and Analysis · Mar 10, 2026

The Debate Over Anthropic’s New Product: Price or Existential Dread?

Named as potential premier partner for Nvidia's upcoming Nemo Claw AI agent platform

AI code review automationSoftware development lifecycle transformationAI inference pricing models
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AI + a16z

AI + a16z · Mar 10, 2026

Replit's CEO on Vibe Coding, Wealth Building, and What Most People Get Wrong About AI

CRM platform used as example of common data entry automation that businesses should implement with AI

AI-powered software developmentNo-code app creationEntrepreneurship and wealth building
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The a16z Show

The a16z Show · Mar 6, 2026

Atlassian CEO on the SaaS Apocalypse, AI Agents & What Comes Next

Discussed as example of software with front-end/back-end pricing challenges and AgentForce platform

SaaS ApocalypseAI Agents in Business WorkflowsSoftware Pricing Models
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This Day in AI Podcast

This Day in AI Podcast · Mar 6, 2026

We Built Microsoft Teams in 23 Minutes (And You Can Use It) & GPT 5.4 Impressions - EP99.37

Mentioned as example of complex enterprise software that may be harder to replace

GPT 5.4 model evaluationAI agent application developmentSaaS disruption through AI
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Modern Wisdom

Modern Wisdom · Mar 5, 2026

#1067 - Cal Newport - The collapse of modern attention (and how to get it back)

Acquired Slack; Newport wrote New Yorker article analyzing Slack as tool optimized for flawed work style

Deep Work and Cognitive FocusAttention Span Collapse and Digital DistractionHyperactive Hive Mind Communication Culture
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Money Rehab with Nicole Lapin

Money Rehab with Nicole Lapin · Mar 4, 2026

Legendary Venture Capitalist Bill Gurley on the AI Bubble, Why IPOs Feel Rigged and How to Find Your Dream Job

Example of beaten-down SaaS stock that could be attractive after further correction

AI Bubble AnalysisIPO Market DysfunctionCircular Revenue Deals
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Better Offline

Better Offline · Mar 4, 2026

Hater Season: Corey Quinn

Enterprise software example; cannot be replaced by Claude Code due to compliance, API complexity, and backend maintenance requirements

AWS pricing opacity and bill escalation mechanismsCloud cost optimization and resource wasteCustom AI chip strategy (Tranium, Inferentia) viability
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Embracing Digital Transformation

Embracing Digital Transformation · Mar 3, 2026

#330 Disaster Recovery for Executives: Why Cloud & SaaS Are NOT Enough

SaaS CRM platform discussed as example of vendor lacking native backup capabilities; requires third-party tools for external data recovery

Disaster Recovery vs Business Continuity distinctionRecovery Time Objective (RTO) and Recovery Point Objective (RPO) planningBusiness Impact Analysis for system prioritization
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Lenny's Podcast: Product | Career | Growth

Lenny's Podcast: Product | Career | Growth · Mar 1, 2026

The design process is dead. Here’s what’s replacing it. | Jenny Wen (head of design at Claude)

Used as example of traditional company that may not adopt AI design processes quickly

AI-driven design process transformationDesigner-engineer collaboration modelsTechnical skills for designers
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Living Your Legacy

Living Your Legacy · Feb 28, 2026

Tech Industry Leader: The 4x4 Blueprint for Building Success

Pioneering example of breaking sales funnel into specialized roles (SDR, AE) in early 2000s; influenced modern tech sales structure

Founder-led sales to team scaling transitionSales playbook and process documentation4x4 Method framework (goals, productivity, strategy, execution)
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Feb 28, 2026

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

SaaS leader facing potential AI disruption to traditional software business model

AI disruption of software stocksAnthropic Claude market impactSaaS business model obsolescence
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 27, 2026

Mad Money w/ Jim Cramer 2/26/26

Enterprise software company defending against SaaS-pocalypse narrative with AgentForce AI agent platform

Algorithmic Trading Programs and Market MechanicsAI Disruption of Enterprise Software Business ModelsRegulated Industry Moats Against AI Competition
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 26, 2026

Nvidia Fails To Lift Markets… And The Latest Media Drama For Warner Bros. Discovery 2/26/26

Beat Q4 earnings but gave weak FY2027 guidance; stock up 4%; $50M buyback cited as potential support level

NVIDIA Earnings Reaction and AI Trade SustainabilityHyperscaler Capex ROI and Concentration RiskCoreWeave Financing and Infrastructure Buildout Challenges
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Authority Hacker Podcast – AI & Automation for Small biz & Marketers

Authority Hacker Podcast – AI & Automation for Small biz & Marketers · Feb 26, 2026

Social Media Platforms Are Coming For Your AI Content

Stock price declined 27% as traditional enterprise software faces AI disruption

AI social media automationX Operation Kill the BotsMeta advertising automation
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King Dems Podcast | Growth Mindset, Leadership, AI and Business Insights

King Dems Podcast | Growth Mindset, Leadership, AI and Business Insights · Feb 26, 2026

How to Master Sales Psychology and Building Creatrhub with Olubukola Sogbolu (Part 1)

CRM platform mentioned as part of sales training and tools used in corporate sales environments

Sales Psychology and Buyer BehaviorUser-Generated Content (UGC) Creator EconomySickle Cell Anemia and Chronic Illness in the Workplace
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 26, 2026

Mad Money w/ Jim Cramer 2/25/26

Cloud software leader reporting strong revenue growth and $50B buyback despite stock decline; CEO Mark Benioff discussed AI agent force business

AI Job Displacement Fears vs. RealityEnterprise Software Valuation CompressionAI Infrastructure Demand and Networking
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TBPN

TBPN · Feb 25, 2026

Happy Nvidia Day, Salesforce Earnings with Marc Benioff, Anthropic's New Stance on Safety | Doug O'Laughlin, Maxwell Meyer, Ben Lerer, Michael Manapat, Adam Warmoth, Connor Sweeney, Matthew Harpe

Reported strong earnings with $46.2B guidance and $800M Agent Force business

AI Safety Policy ChangesEnterprise AI Adoption MeasurementNvidia Earnings Expectations
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 25, 2026

All Eyes on Nvidia’s Latest Quarter… And Housing and Retail Flash Warning Signs 2/25/26

Beat earnings with strong backlog and Agent Force traction ($800M ARR), but guided in-line on 2027 revenue; stock down despite $50B buyback

NVIDIA Q4 Earnings and Q1 GuidanceData Center Revenue Growth and MarginsAI Hardware vs. Software Valuation Divergence
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Animal Spirits Podcast

Animal Spirits Podcast · Feb 25, 2026

Everyone Hates AI (EP. 453)

Down 52% YTD; Michael bought and down 7%; cited as example of white-collar disruption risk in AI piece

AI Job Displacement and White-Collar Labor Market DisruptionTech Stock Valuation and Market Rotation DynamicsPrivate Credit Crisis and Blue Owl Redemptions
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Pivot

Pivot · Feb 24, 2026

Tariff Turmoil, Trump's Netflix Threat, and SOTU Predictions

Identified as undervalued SaaS company despite AI disruption fears due to switching costs

Supreme Court tariff rulingTrump Netflix threatsParamount Warner Brothers acquisition
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This Week in Startups

This Week in Startups · Feb 24, 2026

Kill Your Startup’s Knowledge Chaos with OpenClaw (with Oliver Henry and Jeff Weisbein) | E2254

Example of SaaS company potentially threatened by AI-powered alternatives

OpenClaw AI agent technologyAI-powered marketing automationTikTok content creation with AI
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · Feb 24, 2026

Mad Money w/ Jim Cramer 2/23/26

Enterprise software stock down 33% YTD; facing AI disruption concerns despite AI agent development; reporting earnings this week

AI Job Displacement Narrative and Market ImpactEnterprise Software Valuation and Multiple CompressionPrivate Credit Market Stress and Blue Owl Case Study
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CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 23, 2026

Tariffs, Banks & Private Credit Jitters… And Crypto Below $65K 2/23/26

Software name experiencing significant declines as part of broader sector weakness in enterprise software

Tariff Policy and Trade UncertaintyAI Disruption in Software IndustryPrivate Credit Market Stress
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