A "reckoning" in software stocks has very real fears of agentic AI upending businesses, says Hatem Dhiab. He labels Intuit (INTU) as one example. Hatem considers Salesforce (CRM) a more nuanced story, expecting some parts of the business to see little to no effect. He then turns to the Mag 7 by explaining watch in Nvidia (NVDA) earnings and concerns on Tesla's (TSLA) AI-centric future.

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