AI Fears Slam Software Stocks as Banking Risks Emerge

AI concerns are starting to ripple through markets—and raise bigger questions.

Chuck Zodda and Mike Armstrong break down a sharp selloff in software stocks tied to AI disruption fears, and a new warning about potential cybersecurity risks to the banking system.

Also covered:

• Why AI is pressuring software company valuations
• A high-level warning from regulators about AI and banks
• Private credit exposure building in the insurance sector
• What changing expectations mean for markets going forward