Two Sides to "SaaS-pocalypse:" AI Threat v. Cybersecurity, Mag 7 Giants
Schwab Network · Schwab Network
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Show Notes
The "SaaS-pocalypse" has arguments for and against it, says Ali Mogharabi. On the case justifying the sell-off, he notes new AI offerings causing growth outlook concerns that generate enough of a structural shift to rattle software's outlook. Ali makes another case for the sell-off being overdone in cybersecurity stocks like CrowdStrike (CRWD) and defense-centric companies. Ali also weighs on the risks posed to market giants Amazon (AMZN) and Microsoft (MSFT).
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