AI is shaking software stocks: Why the market overshot

• Article

Mar 03, 2026

Stephanie S. Schneider, Analyst, Equity Research

John Golden, CFA, Senior Analyst, Equity Research

Israel Hernandez, Managing Director, Research

Artificial intelligence (AI) fears have crushed software valuations, but disruption is uneven — and adaptation can create opportunity.

Strong markets are supporting consumer confidence

• Chart

Feb 24, 2026

Jason Vaillancourt, CFA, Chief Portfolio Strategist

Household wealth is lifting consumer confidence and spending, creating a feedback loop that supports economic resilience.

Why starting yields matter

• Chart

Feb 23, 2026

The yield buffers against interest rate volatility.