Software stocks have been falling off a cliff. Investors are freaking out and everyone wants to know, is this the end. Are software stocks never going to recover.Well, I don't think that's true. And I've got the data to prove it. Now, the word SAS apocalypse has gone viral on Wall Street.Since September of last year, the S&P's technology software index, it has shed 32% of its value. That is a big drop in just a couple of months. Salesforce, as one example, it's down 26%.Adobe's lost 20%. Dozens of midcap SA ...

Core Insights - The earnings reports from Microsoft and Meta have elicited mixed market reactions, highlighting contrasting investor sentiments towards their AI investments [2][4][13] Microsoft - Microsoft continues to invest aggressively in AI, but faces concerns regarding its dependency on OpenAI and the potential return on investment (ROI) from these expenditures [3][6] - Azure's growth is projected to remain stable, with a growth rate above 35% considered impressive, yet the market reacted negatively to Microsoft's latest report [3][4] - The company is also grappling with broader disruptions in the software market due to AI, which may affect its revenue model and sales processes [5][6] Meta - Meta's aggressive investment in AI has yielded positive results, particularly in ad revenue growth, which has been significantly enhanced by AI-generated content [4][9] - The company reported a capital expenditure (capex) of up to $135 billion, which investors reacted positively to, contrasting with previous reports [7][12] - Despite the positive revenue growth, concerns remain about Meta's lack of business diversification compared to competitors like Google, as it primarily relies on ad revenue [10][11] Financial Performance - Meta's projected free cash flow for the year is expected to be around $12-13 billion, a significant decrease from nearly $50 billion in the previous year [12] - The company is also increasing its debt levels, raising questions about the sustainability of its aggressive AI investment strategy [12][13]

The bad feelings last for a day and the five billion lasts forever, right. So, you'll get over it, >> boys. It has been a big week of news.Anthropics inference costs skyrocket. Gra's $5 billion deal and a 12 billion open evidence round. At some point, Nvidia puts will be a great buy cuz every semiconductor cycle for the last 40 years has ended up in a massive downswing.I ain't buying them today. >> When we talk about is SAS dead or what's going on, I worry this is the next final act. I think it's the final ...

And the chart tells its own story. You don't need words to tell you what that chart means for where the stock has gone yet. You're Malcolm uh trimming it today.Tell me more. Uh yeah, so this had a lot more to do with how fast the share price has moved in relation to our uh clients basis in the stock versus the company itself. So I think to Josh's point, Oracle's doing a great job of improving the margins of its customers, its core clients.However, the margins Oracle seeing itself as it leans further and fur ...

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Meanwhile, let's stick with the AI boom. Our next guest is out with a new report projecting demand for AI compute power will eventually require $2 trillion in annual revenue. Annual revenue by 2030, a number he says the world is currently far short of.Joining us this morning, David Crawford, chairman of Bane and Company's global tech practice. Big report out today that's definitely worth reading. David, thanks for the time.Good to see you. >> I see you. Can you walk viewers through some of these expectation ...

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