Paramount, Skydance and the streaming wars

Paramount, Skydance and the streaming wars

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Software stocks got crushed. Did they have it coming?

The index of big US software groups has fallen by about 20 percent over the past year, as investors worry that AI will make software businesses obsolete. Today on the show, Rob Armstrong and Katie Martin make the case that enterprise software isn’t going anywhere. Also on the sho ...  Show more

Halftime for the markets

We’re halfway through the year and the markets are thriving but look different than they did six months ago. The Magnificent Seven are struggling, while chip makers are soaring. Inflation is up but wages are stalling. Today on the show, Katie Martin and Rob Armstrong try to figur ...  Show more

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