Market rotation and opportunities in software sector amid AI changes

Name: Market rotation and opportunities in software sector amid AI changes
Uploaded: 2026-02-16T20:10:10Z
Duration: 2 min 16 s

Making Money with Charles Payne · FBN · Feb 16, 2026 · 2m 16sSign Up Now

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Jeff Small, President of Arbor Financial, describes a market rotation where money is moving from extended software and AI names towards cyclicals and value stocks. He explains this as a "digestion" rather than a "sell-off," noting that the software sector was previously overvalued. Small identifies CrowdStrike as a key software pick, praising its cybersecurity, recurring revenue, and AI-powered features for long-term potential.