About this episode

The episode discusses the decline of software stocks and argues that enterprise software will remain relevant despite concerns about AI.

The index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob Armstrong and Katie Martin make the case that enterprise software isn’t going anywhere. Also on the show: We go long the one analyst with a sell rating on SpaceX, and long “int-egg-rity” (sorry). For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer . You can email Robert Armstrong and Katie Martin at unhedged@ft.com . Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

People in this episode

Hosts: Rob Armstrong, Katie Martin

Topics covered

• software stocks
• AI impact
• enterprise software
• investing
• analyst ratings

Sponsors

Financial Times

Mentioned in this episode

Organizations: SpaceX, Financial Times, Pushkin Industries, Acast

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