AI driven disruption rattles software and services as investors price in margin pressure, multiple compression and falling fees. Plus, Crypto faces a crisis of faith with capital rotating into tokenized gold while retail flows remain key. And later, rising memory costs, inflation risks and tariff uncertainty add new layers to market volatility and rotation.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.