Closing Bell Closing Bell: Sector Smackdown 2/13/26
19 snips
Feb 13, 2026 
Deirdre Bosa, CNBC tech reporter in the Bay Area offering Silicon Valley color. Anastasia Amoroso, Partners Group strategist with macro and private markets expertise. They debate whether the sector-wide AI sell-off is deserved. They map which industries face real disruption, timeline for agentic AI, productivity gains, and where selective buying opportunities may lie.
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Agentic AI Enables Workflow Automation
- Agentic AI shifts us from conversational tools to automated workflows that threaten data-aggregating businesses.
- Companies without proprietary data or domain moats face the highest disruption risk, says Anastasia Amoroso.
AI Raising Sales Per Employee
- AI adoption is boosting sales per employee and productivity across S&P 500 companies.
- This productivity lift helps explain expanding corporate margins and a stronger earnings season, says Anastasia Amoroso.
Three Software Buckets To Evaluate
- Segment software firms into incumbents with limited moats, horizontal software buyers, and AI-native winners.
- Selectivity matters; broad index buys like IGV may be inappropriate, says Anastasia Amoroso.