Software Apocalypse, Microsoft's Frenemy, and Pizza
From Stock Advisor Roundtable by The Motley Fool
February 12, 2026 · 31 min
About this episode
The episode discusses the current state of software stocks, AI spending, and investment recommendations while featuring insights from various guests.
(01:06) Headlines Software Stocks AI Spending Microsoft's Frenemy (07:42) Newest Recommendations Chipmaker Turnaround General Store (16:07) What We Think Now Kyndryl Doximity Booking (25:55) What We're Watching Internet of Things Advertising Demand Coupang Host: Mac Greer Guests: Andy Cross, Emily Flippen, Asit Sharma Producers: Bart Shannon, Mac Greer
People in this episode
Host: Mac Greer
Guests: Andy Cross, Emily Flippen, Asit Sharma
Topics covered
- software stocks
- AI spending
- investment recommendations
- technology trends
- advertising demand
- internet of things
Keywords
- software apocalypse
- Microsoft
- AI spending
- investment recommendations
- advertising demand
- internet of things
Mentioned in this episode
Organizations: Microsoft, Kyndryl, Doximity, Coupang, General Store, Chipmaker
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