Why New AI Tools Are Spooking Traditional Software Stocks

Episode 118: Today, Ann explores how AI innovations - like Anthropic’s roll-out of new Claude tools - is disrupting once-reliable software cash flow machines like LegalZoom, wiping out $300 billion of market cap from the sector yesterday and sending the Nasdaq down another 1.5% today. Then we look at the earnings for Uber - the company is touting record ridership and generating cash, but can it win in an increasingly competitive autonomous vehicle ride-hailing market? Plus, Ann answers a listener's question about the growth of Monster Energy. Finally, we sprint through the headlines that moved the market today, including wins at BetMGM, growth for Eli Lilly’s weight loss revenue and Match Group rekindling the Tinder brand.