The 3 Tiers of Software Stocks in the Age of AI

Episode 121: Today, Ann discusses Spotify’s latest earnings report and why the streaming giant impressed investors besting expectations with a huge jump in subscribers and revenue. Then we tackle 2026’s "software-mageddon" sell-off that has investors wondering which companies and products are best insulated from the encroachment of AI - we look at the latest numbers, the market results and even ask Claude what it makes of the sector’s future. Finally, we look at the biggest market headlines including earnings from companies like Coca-Cola and Harley Davidson.