AI infrastructure

Here’s What Jefferies Says on AI Eating the Software Business

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Jefferies analyst Brant Thill weighs in on the growing investor fear that AI will “eat” the software business and crush valuations. While infrastructure giants like Nvidia, Oracle, and Microsoft are soaring on AI demand, many application software leaders—including Salesforce, Adobe, Atlassian, and Monday.com—have been hit hard in 2025, with some down over 20% year-to-date. Thill …

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Senator Tommy Tuberville and Larry Kudlow Discuss Inflation, Tariffs, AI, Crime, and America’s Economic Future

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In this in-depth conversation, Alabama Senator Tommy Tuberville joins veteran economic analyst and host Larry Kudlow to break down the most pressing issues currently facing the U.S. economy and society. The discussion opens with strong criticism of the Federal Reserve and its Chairman Jerome Powell, questioning the Fed’s rate policies, inflation handling, and lack of …

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