AI shockwaves hit software, crypto and the market cycle 2/12/26

AI shockwaves hit software, crypto and the market cycle 2/12/26

  • Af
  • Episode
    • 1293
  • Published
    • 12. feb. 2026
  • Forlag
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Episode
1293 of 1329
Længde
42M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

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.

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