RBC's Rishi Jaluria on the surprising extent of the software sell-off

Name: RBC's Rishi Jaluria on the surprising extent of the software sell-off
Uploaded: 2026-02-13T20:19:38Z
Duration: 54 s
Description: Charles Payne asks Rishi Jaluria, RBC Software Managing Director, about his surprise regarding the significant software sector sell-off. Jaluria acknowledges the magnitude was surprising and attributes it to a narrative-driven market, where the consensus shifted from software companies being AI winners to being negatively impacted, rather than fundamental realities.

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Charles Payne asks Rishi Jaluria, RBC Software Managing Director, about his surprise regarding the significant software sector sell-off. Jaluria acknowledges the magnitude was surprising and attributes it to a narrative-driven market, where the consensus shifted from software companies being AI winners to being negatively impacted, rather than fundamental realities.