Episode Details

Software stocks plummeted in afternoon trading, with Zeta Global, C3.ai, LiveRamp, and Varonis Systems all experiencing significant losses. Rising treasury yields and geopolitical tensions with Iran triggered the sell-off, particularly affecting high-multiple software as a service companies. Investors favored AI infrastructure leaders like Nvidia and Micron, which offer clear earnings paths. C3.ais stock has been volatile, with a thirty-one point one percent year-to-date loss and a forty-six percent drop in quarterly revenue. Despite the markets overreaction, these dips could present buying opportunities for solid players.

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