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Software Valuation Compression and AI Displacement Risk

Discussed in 2 analyzed podcast episodes across 1 show

Discussed On

CNBC's "Fast Money"

Episodes

CNBC's "Fast Money"

CNBC's "Fast Money" · Mar 2, 2026

Stocks Stage Comeback Amid U.S.-Iran Conflict… And Jamie Dimon’s Credit Concerns 3/2/26

U.S.-Iran Military Conflict and Strait of Hormuz Closure Oil Price Volatility and Energy Market Supply Shocks Private Credit Cycle and Banking Sector Exposure Geopolitical Risk Premium and Market Pricing Retail Investor Sophistication and Options Hedging

CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 24, 2026

Growing AI Warnings… And Opportunities in Private Credit & Real Estate 2/24/26

AI Bubble Risk and Valuation Concerns Private Credit Market Stress and Blue Owl Liquidity Crisis NVIDIA Earnings Catalyst and GPU Demand Sustainability Meta-AMD Warrant Deal and Circular Commerce Transparency Netflix vs. Paramount Acquisition Battle for Warner Bros. Discovery