9min chapter

MRKT Call cover image

What Higher Yields Mean for Stocks

MRKT Call

CHAPTER

Market Sentiment and AI's Role

This chapter explores the current software market, noting cautious optimism regarding its alignment with AI advancements despite recent declines. The hosts discuss the implications of rising yields on stock valuations and the significance of upcoming earnings reports for market sentiment, while reflecting on historical trends and future opportunities for collaboration with listeners.

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