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Caleb Silver on PLTR, MSFT, Other Software Rotation as Market Confidence Drops

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Caleb Silver on PLTR, MSFT, Other Software Rotation as Market Confidence Drops

Caleb Silver says investors his company surveyed still feel confident overall in the stock market, though the percentage saw a significant drop. Higher crude oil prices, interest rates, and Treasury yields all pile onto concerns that an AI bubble continues to grow. Caleb talks about why investors surveyed by Investopedia are moving out of key software names like Palantir (PLTR), Microsoft (MSFT), and ServiceNow (NOW) amid the AI reevaluation.


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