{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"2-26-26 Software Stocks: Steal or Zero?","description":"Is AI killing software stocks \u2014 or creating the buying opportunity of the decade? Lance Roberts &amp;amp; Michael Lebowitz review: Since peaking in September 2025, the software ETF (IGV) has crashed 30% while semiconductors (SMH) surged 30% and broad tech stayed flat. The market is pricing in a &quot;SaaSpocalypse&quot; \u2014 the idea that generative AI will make traditional SaaS companies obsolete. But is that narrative right? Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer Rate us on Google: https:\/\/bit.ly\/4b9JtEo 0:00 - INTRO 0:49 - National Chili Day &amp;amp; Demise of Whataburger 3:04 - Nvidia &amp;amp; SalesForce Report 7:25 - Markets Are &quot;Stable&quot; 12:17 - Blizzards &amp;amp; Chili 13:21 - The Incredible Nvidia Numbers 15:37 - The Lack of Market Reaction to Nvidia Report 17:02 - Where Will the Capital Come From? 23:22 - Why the Market Isn't Enthusiastic (about Nvidia) 24:30 - SalesForce &amp;amp; The Software Apocalypse 30:15 - Who Will Survive? 33:13 - Will AI Create a New Spreadsheet 36:19 - Tariffs: Old vs New: Markets Are Calm 40:49 - Betting on Tariff Refunds? ------- Watch Today's Full Video on our YouTube Channel: https:\/\/youtube.com\/live\/6DavZVDY7OQ ------- Articles Mentioned in Today's Show: &quot;Software Stocks: Navigating The SaaSpocalypse&quot; https:\/\/realinvestmentadvice.com\/resources\/blog\/software-stocks-navigating-the-saaspocalypse\/  ------- Watch our previous show, &quot;Q &amp;amp; A Wednesday: Straight Talk About Your Money&quot; here: https:\/\/youtube.com\/live\/oW7OkyOvYC4 &amp;nbsp; -------- The latest installment of our new feature, Before the Bell, &quot;100-DMA Support at Risk,&quot; is here:&amp;nbsp; https:\/\/youtu.be\/tiE6S1qaBn0&amp;nbsp; ------- Download Lance's Latest e-book, &quot;Laws of Money &amp;amp; Wealth:&quot;https:\/\/realinvestmentadvice.com\/ria-e-guide-library\/ -------- SUBSCRIBE to The Real Investment Show here: http:\/\/www.youtube.com\/c\/TheRealInvestmentShow -------- Visit our Site: https:\/\/www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https:\/\/www.simplevisor.com\/register-new -------- Connect with us on social: https:\/\/twitter.com\/RealInvAdvice https:\/\/twitter.com\/LanceRoberts https:\/\/www.facebook.com\/RealInvestmentAdvice\/ https:\/\/www.linkedin.com\/in\/realinvestmentadvice\/ #StockMarket #SP500 #MarketOutlook #TechnicalAnalysis #RiskManagement #PersonalFinance #RetirementPlanning #InvestingBasics #FinancialPlanning #AskUsAnything ","author_name":"The Real Investment Show Podcast","author_url":"http:\/\/soundcloud.com\/the-lance-roberts-show","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/40243195\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/87A93A\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/40243195"}