Episode Details

Software stocks plummeted today, with RingCentral, Tenable, Wix, Samsara, and MongoDB each dropping around three percent. Rising treasury yields, spurred by Trumps rejection of Irans peace proposal, squeezed valuations for high-growth software-as-a-service companies. Investors flocked to AI infrastructure plays like Nvidia and Micron, fearing disruption from agentic AI by 2026. Despite the sell-off, analysts at JP Morgan and Morgan Stanley see buying opportunities in strong names amid market uncertainty. Samsara, particularly volatile, could rebound once estimates settle, as peers like Atlassian and Twilio recently lifted forecasts on AI boosts.

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