Software Slump, Alphabet on Deck, and Crypto Cracks 2/4/26

软件行业下滑,字母表公司蓄势待发,加密货币破裂 2/4/26

The Exchange

2026-02-05

43 分钟
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单集简介 ...

The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bitcoin. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • What made you confident that you could do something that hadn't been done before?

  • I have no fear of failure.

  • Trailblazing women changing the game.

  • One of my favorite pieces of advice.

  • Think about what your boss's boss needs.

  • leadership can look in many, many different forms.

  • It really does come down to just trusting yourself.

  • Life is short and you just got to think big to accomplish big things.

  • Or is it temporary?

  • And where could it be creating some opportunity?

  • Welcome to The Exchange today.

  • I'm Kelly Evans, and let's take a look at this market,

  • which is rather ugly, especially for the Nasdaq again.

  • We're mixed overall with the Dow trying to hold on to slight 7-point gains this hour.

  • The S&P is down a percent.

  • The NASDAQ is down more than two percent.

  • And yes, the broader software names remain under pressure,

  • although pockets of it are coming back now, including legal tech that got hit hard yesterday.

  • The CEO of LegalZoom down 20 percent yesterday and trying to bounce back about two percent today.

  • They will join us live ahead.