In this short clip from Live Trading Room (Feb 4, 2026), Samantha LaDuc explains how growing pressure on private equity and SaaS software is showing up through sharp selloffs in names like Thomson Reuters, which has heavy exposure to legal software and private equity ownership.
She discusses how rising rates, crowded software trades, and new AI competitors are compressing margins and breaking long-term trends across software and private credit.
The takeaway is that while headline indexes may look stable, serious damage is building beneath the surface as AI and tighter financial conditions disrupt once-reliable software business models.
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