While the divergence between software and hardware took up much of the oxygen in markets, Marley Kayden and Sam Vadas turn to important stories that didn't shake headlines as much. They discuss the latest updates on stablecoin regulation in the states and the resurgence of memory chip rallies in stocks like Micron (MU) and SanDisk (SNDK).

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Pegasystems Inc. (PEGA) is navigating a jittery market as enterprise software stocks face growing A.I. skepticism. CFO Ken Stillwell points to steady 14% growth in annual contract value and stronger-than-expected free cash flow, even after the stock slid following its latest report. Stillwell says Pegasystems’ declarative workflows and agentic execution give it an edge in regulated industries, reinforcing near‑100% retention and positioning A.I. as a growth accelerant rather than a threat.

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Teradata (TDC) became a bright spot for a software industry with almost nothing but red arrows on Wednesday's session. Beyond its earnings beat, George Tsilis points to other moves happening inside the company in its push to utilize more AI. Analysts are largely bullish on Teradata's prospects, so long as it fends off strong competition.

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Derek Yan with KraneShares talks about his firm's Artificial Intelligence & Technology ETF (AGIX), which includes pre-IPO companies like Anthropic and xAI. He argues the ETF makes it easier for investors to access the private market space and get ahead of public market debuts KraneShares expects to outperform. Derek later talks about how you can identify future winners in the evolving tech landscape.

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Investors are rotating out of large-cap growth as cyclical sectors gain momentum. Todd Sohn points to strong inflows into industrials, materials, and energy ETFs, along with renewed interest in small caps after heavy outflows, while noting that Japanese equities remain an underappreciated contrarian opportunity. Sohn also discusses volatility in metals and digital assets, including the iShares Gold Strategy ETF (IAUF), as ways to manage risk in gold and Bitcoin.

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LikeFolio's recent data on Applovin (APP) shows falling interest in the stock, though Andy Swan believes the company is "crushing it" in the advertising space. After shares slid 40% off last year's record high, he thinks valuations are more appropriate to balance Applovin's core profit model. That said, Andy warns there's risk behind his view.

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The U.S. labor market is showing new momentum after a delayed January jobs report revealed a stronger-than-expected gain of 130,000 jobs. Nicole Bachaud says stabilizing trade policy and earlier rate cuts are rebuilding executive confidence, even as layoffs fade and unemployment appears to be leveling off. Jason England adds that a resilient economy and sticky inflation reduce the urgency for near-term rate cuts, while healthcare and construction remain strong and AI adoption could drive future productivity gains.

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The market is shifting from index-driven gains to a focus on fundamentals, marking a turning point for tech-heavy portfolios. Michael Bapis explains that software stocks are cooling as investors take a closer look at the massive capital expenditures behind A.I., even as the broader technology revolution remains intact. Bapis also points to strength in financials and pharmaceuticals and outlines strategies for high-net-worth investors and athletes.

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Charles Schwab's Joe Mazzola is back on the Watch List to talk about the firm's STAX report for January. He notes a "buy the dip" mentality that persisted in Big Tech, with investors scooping up shares in Microsoft (MSFT) post-earnings. Nvidia (NVDA), Tesla (TSLA), and Netflix (NFLX) were among other top buys. Joe does note a theme of "selling into strength" for January with top sells including AMD Inc. (AMD), Boeing (BA), and Costco (COST).

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Futurum's Daniel Newman talks about his firm's "AI 15 picks," which includes software companies like Palantir (PLTR) and utility-based stocks like Nebius (NBIS) and IREN Ltd. (IREN). While the Mag 7 remains in the spotlight due to their size, Daniel urges investors turn to smaller names with potential to maximize profits with AI. On Palantir, he sees more upside despite the company's tremendous valuation. However, his "best idea" is still a Mag 7 pick in Meta Platforms (META).

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