Here's how to navigate the pullback in software stocks
CNBC Television·2026-02-04 18:50

The S&P pulling back just about a half of a percent. The Nasdaq down about one and a half percent. Small caps down more than 1%, but the Dow actually up over a half a percent.We're going to hit on some down name aims. Actually hitting new records in just a bit. But first, Joe, I think we got to start off with this software weakness that we're seeing and what it's been what it's been doing to the broader market.Some of this weakness, the idea of AI disruption. We all thought AI would disrupt things. I I gues ...